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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.
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.
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.
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.
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?
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
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
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.
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.