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stocks

Mining Industry Pulse 2023 Q3: Commodity prices supportive, some opportunities available

Morningstar Equity Research Analyst Jon Mills discusses the mining sector, including valuations, the commodities outlook, his top picks, and Morningstar’s coverage of this sector.
markets

Global Markets Report - 29 September

Australian shares are set to gain at the open, following increases in US stocks overseas. Utilities stocks continued to underperform but tech stocks climbed, helping to lift equity indexes.
personal-finance

Why you should involve your kids in your budget

Turn financial challenges at home into these teachable moments.
markets

Is this the start of a generational bear market in bonds?

Bonds are potentially heading for a third straight year of losses, something that hasn't happened over the past 100 years. Is this the beginning of a decades-long bond bear market?
stocks

3 reasons for the increase in Technology One's fair value

Morningstar recently raised the fair value estimate for the enterprise resource planning software provider
funds

Does Overconfidence Explain Poor Active Performance?

New academic research has found that the underperformance of fund managers can be partly explained by overconfidence leading to excessive risk taking.
markets

Global Markets Report - 28 September

Australian shares are positioned to open lower following a mixed day of trading in the US as investors struggle to interpret the strength of the economy, impact of rising oil prices and potential government shutdown.
personal-finance

What’s the surest route to investing excellence?

Hint: It’s not about pursuing perfection.
stocks

How APRA’s review of hybrids may impact the major Australian banks

Hybrids make up 10% of total major bank capital and changes could have ramifications. 
markets

Global Markets Report - 27 September

Australian shares are set to open lower as US stocks resume a downward trend amid worries surrounding the Fed’s rate plans. Rising treasury yields, a strengthening US dollar and consumer spending continue to drive investor concerns.\n 
personal-finance

Best investments to own during a recession

When the economy slows, some assets are safer than others.
personal-finance

How much money do you need to be happy?

You might be a part of the ‘cult of never enough.’
stocks

An undervalued opportunity among ASX shares added to our coverage

Morningstar equity research initiates coverage on 3 ASX listed shares. 
personal-finance

Let’s taco-bout the most talked about IPO on the ASX

Guzman y Gomez is one of many upcoming IPOs. Should investors get involved?
personal-finance

Investing Compass: What can we learn from Japan

There has been a lot of investor excitement around Japan. It is the tip of a decades-long story.
markets

Global Markets Report - 26 September

Australian shares are poised to edge lower at market open. US stocks showed slight gains, breaking a four day losing streak and bond yields rising higher.
personal-finance

‘Dumb money’ and the myth of the Wall Street underdog

What the movie misses about the GameStop frenzy.
markets

Market brief: 5 themes for the US stock market heading Into Q4

Key issues include rising bond yields and tech stock performance.
stocks

Best international companies to own: 2023 Edition

These companies from various corners of the globe are well positioned for the future.
markets

Global Markets Report - 25 September

Australian shares are set to slip at the start of the week, following continued losses in the US with investor sentiments low after the Fed signaled it may not be done cutting rates last week.
personal-finance

Want to invest successfully? Stop trying to make sense of it

Narratives are important in investing, but we may not be doing ourselves any favours in clinging to misleading impressions.
stocks

Top mining stocks in 4 charts

The latest industry pulse report on the mining sector gives investors an insight into Morningstar’s top picks in the sector.
stocks

Is the sharp fall in ResMed's share price justified?

The potential for weight loss drugs to impact the sleep apnea giant has weighed on the share price, though Morningstar analyst Shane Ponraj thinks it’s overdone.
stocks

Is the worst over for Domino’s Pizza?

Morningstar’s Director of Equity Research Johannes Faul says the company has learned from the past year’s mistakes and should have better times ahead.
markets

Global Markets Report - 22 September

Australian shares are set to fall.
funds

Why LICs are closing and more should follow

 The heyday of LICs is in the past, when issuers paid generous fees to brokers and advisers to put their clients into new structures. Most LICs now trade at a discount and more managers should change the structure.
funds

Listed Investment Companies monthly performance: August 2023

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
markets

The US market could be set for a decade of underperformance

The US tech bubble has driven the S&P 500's gains over the past 10 years, and here's why the rest of the world may be about to play catch-up.
markets

Global Markets Report - 21 September

Australian shares are set to slide after Wall Street closed lower on Fed intentions.
personal-finance

3 ways to uncomplicate your retirement portfolio

Retirement planning is complicated. Your retirement portfolio shouldn’t be.
stocks

Morningstar initiates coverage on PEXA (ASX: PXA)

Morningstar equity research analysts award the property exchange facilitator a wide moat.
stocks

Top investing picks across the EV supply chain

We forecast global electric vehicle sales to quadruple by 2030.
markets

Global Markets Report - 20 September

Australian shares are set to open lower after a cautious day of trading on Wall Street.
personal-finance

4 dangerous assumptions that could ruin your retirement

By the time retirement savers realise the error of their ways, it may be too late
markets

Global Markets Report - 19 September

Australian shares are set to open lower despite a good day on US markets.
stocks

4 high growth stocks to add to your watch list

Want to invest in tomorrow’s high growth stocks? Global stock pickers assess the companies of the future.
markets

Global Markets Report - 18 September

Australia's S&P/ASX 200 looks set to slide at the open amid a weak lead from US equities.
stocks

China's economic slowdown: Impact on commodity markets and investment opportunities

Morningstar's John Mills explores how China's economic slowdown is affecting commodity markets and discusses possible investment opportunities in this dynamic landscape.
markets

How a China economic downturn could impact the rest of the world

Investors should watch for ripples across commodities and global inflation. Will there be a strong government policy response?
stocks

Berkshire Hathaway sold this stock. should you?

Warren Buffett’s behemoth has scaled back its sizable position in this technology stock.
fixed-income

Bond investing concepts: How 'escape velocity' works

Fixed income investors have seen yields soar and prices fall. Here we explain the dynamics of changing yield to maturity and duration—and the hunt for positive returns
stocks

Company highlights and lowlights from reporting season: Retail, Airlines, Gambling

Morningstar analysts assess winners and losers from sectors including retail, airlines and gambling.
stocks

Key Ratings Changes and Insights in Global Equities with Morningstar Manager Research

Annika Bradley, Michael Malseed and Steven Le from Morningstar’s Manager Research team provides an overview of key investment themes, strategy ratings upgrades, downgrades and initiations, and category changes, following their sector review of global equ
markets

Global Markets Report - 15 September

Australian shares are set to jump higher as US stocks rallied after the latest data on retail and producer prices showed slow but steady growth.
funds

How to invest in funds for free (almost)

Although investors should not aim only to minimise costs, fees eat into compounded returns over the long term. Markets are competitive and it is possible to invest a diversified portfolio for negligible cost.
markets

The legendary growth manager's warning for investors

Thomas Rowe Price Jnr shocked Wall Street in the mid-60s by presciently selling growth stocks and buying real assets. His warnings to growth investors then may be appliable today. 
personal-finance

Financial fraud is real—Here’s how to protect your money

Watch out for these red flags.
personal-finance

The case for China

Contrarians have been rewarded in the past by taking the opposite view of the market. They’re looking to China now.
markets

Global Markets Report - 14 September

Australian shares are poised to edge lower following a choppy day of trading in the US.
funds

Lessons from running a fund for 10 years

Andrew Mitchell of Ophir Asset Management on the key rules of investing, some of the fund’s winners and losers, and where he's finding value now.
personal-finance

How to benchmark your portfolio

If you’re evaluating your portfolio, make sure you’re using a benchmark that reflects what you’re actually trying to see.
stocks

Investing Compass: A debt time bomb

We discuss global debt and why investors should pay attention
markets

Global Markets Report - 13 September

Australian shares are set to edge lower following a pullback on tech stocks on Wall Street.
stocks

Company highlights and lowlights from reporting season

Morningstar analysts assess winners and losers from sectors including mining and energy.
stocks

Undervalued by nearly 40% and yielding almost 5%, this stock Is a buy

It’s a Warren Buffett stock pick, too.
stocks

Is a wide moat better than a well-managed company? Here’s what the data says

A look at which wins out based on recent stock performance.
stocks

3 ASX 200 stocks that surprised us from the earnings season

Solid businesses in a particular sector that has been under pressure are poised for a better outlook compared with other companies.
markets

Global Markets Report - 12 September

The ASX is set to open higher this morning.
personal-finance

Does #GirlMath add up?

Breaking down which of the TikTok trend’s principles are valid and which ones to avoid.
investing

Are you ready for an SMSF? Here’s a checklist to find out.

Self-managed super funds are increasingly popular but are not right for everyone
stocks

When to sell a stock? And what to buy instead?

What are some signs that you should sell a stock, plus a cheaper alternative to Tesla and Nvidia for you to buy right now.
markets

Global Markets Report - 11 September

The ASX is set to open higher this morning.
stocks

The final Joyce profit as good as it gets for Qantas

Alan Joyce delivered a massive profit turnaround for shareholders but has left the new CEO with major challenges.
markets

Global Markets Report - 8 September

The ASX is set to open slightly higher this morning.
stocks

4 stocks to defend against inflation

As inflation continues to be a bugbear for investors, Morningstar has uncovered businesses that are well positioned in the challenged outlook.
retirement

The when and why of four million Australian retirees

Super reviews aggregate retirees into an impersonal number on a chart, but the 2,700 Australians who retire each week are undergoing a major change in their lives. Why and when do they retire and then what?
markets

Global Markets Report - 7 September

Australian shares are set to open lower.
etfs

2 attractive ETFs newly rated by Morningstar

We recently expanded our coverage with 2 ETFs earning Gold and Silver Medallist ratings.
personal-finance

Setting yourself up for financial freedom in your 20s

Conventional wisdom and instincts may be guiding new investors in the wrong direction. Here are some lessons from investing in my 20s. 
personal-finance

Setting yourself up for financial freedom in your 40s

Your 40s are the time to get serious about achieving financial independence. 
personal-finance

Setting yourself up for financial freedom in your 50s

Your 50s are the time when many people can achieve financial freedom. 
personal-finance

Investing Compass: Market outlook: 3 steps to financial independence

Everyone’s definition of financial independence is different. We explore how to achieve the foundations of financial independence in three steps.
personal-finance

The lessons we can learn from Japan

There has been a lot of investor excitement around Japan. It is the tip of a decades-long story.
markets

Earnings season insights

The slowing economy shows in FY23 results; guidance for FY24 soft.
markets

Why this bull market can't last

Schroders' Australian equity team say investors piling into tech stocks again are ignoring a turning point in markets.
markets

Global Markets Report - 6 September

Australian shares are set for a small opening loss.
markets

Markets brief: Will the Fed really cut rates 5 times next year?

It all depends on the inflation data.
markets

Market Index Performance | August 2023

Our monthly update detailing the short- and long-term performance of major indices.
funds

Morningstar Medalist Rating - Adviser Webinar

markets

Global Markets Report - 5 September

Australian shares are set to fall.
personal-finance

3 investment mistakes to avoid

Lessons from the Allianz and Evergrande scandals.
stocks

What did Morningstar subscribers buy and sell during earnings season?

And what do our analysts think of the stocks?
markets

Global Markets Report - 4 September

Australian shares are set to rise following a solid week in US markets.
stocks

A dividend aristocrat Lithium miner that’s more than 40% undervalued

This narrow-moat US dividend-growth stock looks cheap to us.