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markets

Global Markets Report - 1 May

ASX set to open lower, after US stocks fell sharply on Tuesday.
stocks

Tesla: Full self-driving approval in China supports our view for deliveries growth in 2024

Our analyst takes a different view from the headlines and market reaction. 
stocks

Aussie tech leader reports earnings

Positive signs of revenue growth being converted into positive cash flow.
stocks

ResMed’s impressive earnings

Strong device sales and rebound in margin.
personal-finance

Are bonds back?

At our recent conference, many investment professionals touted the attractiveness of bonds. Are they back and should you invest?
markets

Global Markets Report - 30 April

ASX set to open higher, after a Tesla-led rally on Wall St.
personal-finance

How to use behavioural science to become a better investor

Our guest for today's episode is Dr Ryan Murphy, Global head of Behavioural insights at Morningstar. He joins us to discuss his latest research on how to better define goals.
personal-finance

What I’ve done right with my portfolio

Christine Benz shares some of her investing wins. Was it luck or skill?
stocks

Four cheap wide moat ASX stocks

We follow Buffett’s adage to find great companies trading at attractive prices. 
markets

Global Markets Report - 29 April

ASX set to open higher, after big tech lifted US benchmarks on Friday.
stocks

3 undervalued US growth shares with moats

Growth continues to capitivate investors but care should be taken to not overpay.
stocks

BHP lobs all-share proposal for Anglo American

Our view on the potential acquisition and what BHP gets with Anglo American
funds

Morningstar reassess view of Platinum ETF and fund

Changes to the portfolio management team drive a ratings revision.
personal-finance

Market update going into 2024

We talk about the current market environment, and how investors should position themselves going into 2024.
markets

Global Markets Report - 26 April

ASX set to open lower, after US benchmarks fell on inflation, interest-rates concerns.
stocks

Kogan grappling with muted consumer demand

Sales growth misses our expectations and we downgrade our earnings outlook for 2024 and 2025.
personal-finance

Should you get involved in IPOs?

There's going to be an influx of IPOs in the near future. Should you get involved?
personal-finance

What our analysts think of Buffett's forever stocks

Our latest Investing Compass episode dissects the stocks and what investors can learn from his shareholder letter. 
stocks

Are you an investment historian or a futurist?

Each approach has its advantages—and drawbacks.
stocks

Tesla earnings plunge and shares surge

Our long-term thesis remains the same for the shares of the electric vehicle giant.
personal-finance

The case for China

We recently spoke about where Morningstar saw undervalued assets in our 'Lessons from Japan' episode. One of these markets is China. In this episode, we go through how a downturn could impact other economies, China viewed as an investment opportunity, an
markets

Global Markets Report - 24 April

ASX set to open higher, with US investors focus on earnings lifting US benchmarks.
stocks

Our top mining pick

Morningstar Analyst Jon Mills on his top pick. 
stocks

Brambles shares fall on poor trading update

The shares had the largest one day fall in two years but our view remains unchanged.
stocks

3 undervalued US value shares with moats

Value continues to underperform but it may be a function of how we think about the investing style.  
stocks

Will earnings from these 10 AI stocks live up to the hype?

What to watch for in Q1 reports from Nvidia, Microsoft, Amazon, Broadcom, and more.
personal-finance

What is happening with Qantas?

Shani and Mark sit down with Morningstar Equity Analyst Angus Hewitt to speak about Qantas, A2 Milk and other stocks in his coverage. He lets us know the best opportunity in his coverage and the outlooks for the sectors.
personal-finance

Share deep dive: Woodside

In a listener requested episode, we take a deep dive into Woodside (ASX: WDS).
markets

Global Markets Report - 23 April

ASX set to open higher, after the US market recouped losses from last week.
personal-finance

The most important decision a CEO can make

Capital allocation decisions are a key contributor to share price performance
personal-finance

Can you retire on dividends?

In a listener requested episode, we explore whether investors can rely solely on dividends to fund their retirement.
markets

Global Markets Report - 22 April

ASX set to open higher, after tech stocks dragged the US market down on Friday.
personal-finance

The four best ways to learn from investment mistakes

We explore the worlds of chess, music, medicine, and golf to find out the best ways to learn from our mistakes.
stocks

Morningstar initiates on McMillan Shakespeare

The firm dominates its core markets. 
funds

Listed Investment Companies monthly performance: March 2024

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

Global Markets Report - 19 April

ASX set to open lower, after the S&P 500, Nasdaq lost more ground.
stocks

Undervalued energy producer reports earnings

Guidance creditably maintained despite cyclones. 
personal-finance

There is nothing special about dividends

Why they’re not a tax-efficient way to return capital to shareholders
stocks

Impact of the supermarkets code of conduct

Morningstar Director of Equity Research Johannes Faul explains the impact of the political hot water that Coles and Woolworths face. 
markets

Global Markets Report - 18 April

ASX set to open higher, after US stocks continued their losing streak.
stocks

Undervalued bank reports earnings

Shares jump but the operating environment remains difficult and we lower our fair value. 
personal-finance

Why are the Greens focused on return on equity?

Financial metrics don’t give us a full picture. 
markets

Global Markets Report - 17 April

ASX set to open lower, after US stocks ended the day slightly down on Tuesday.
personal-finance

7 rules for a happy life from Berkshire's Charlie Munger

The legendary investor says if you don't relish managing your own investments, leave it to others and find something else to enjoy.
stocks

Our top opportunities in the asset manager sector

Signs of stabilisation, but competitive positioning still weakening against passive investments.
markets

Global Markets Report - 16 April

ASX set to open lower, after Wall Street was buffetted by fears the Middle East conflict will escalate.
personal-finance

History's big lessons for Australian investors

Being on the winning side of war has played a major part in Australia’s financial success.
stocks

5 top US dividend shares from the best managers

These cheap dividend stocks are popular among highly rated concentrated fund managers.
stocks

Undervalued ASX company announces turnaround plan for lagging operations

Two key markets are hurting results but there is no quick fix.
markets

Global Markets Report - 15 April

ASX set to open lower, after the S&P 500 fell 1.5% on Friday.
stocks

Our view of Australian banks

Our latest banking industry pulse explored the state of the industry.
markets

Investor hopes for rate cuts slides after US CPI data

The hot March CPI report has bond traders significantly paring back rate cuts in 2024.
markets

Global Markets Report - 12 April

ASX set to open lower, after gains in tech stocks lifted the US market.
stocks

Disappointing offer for undervalued ASX share

Bid from top shareholder 30% less than Morningstar Fair Value Estimate
stocks

Top ASX banking opportunities

Bank shares rally as bad debt concerns ease but look overvalued.
markets

Global Markets Report - 11 April

ASX set to open lower, after all major US benchmarks fell on Wednesday.
stocks

The impact on investors from Facebook's about face on news

Morningstar's Director of Equity Research Brian Han talks about why Facebook decided not to renew media deals and the impact for the companies and investors.
markets

Global Markets Report - 10 April

ASX set to open higher, after the S&P 500 edged higher Tuesday as US investors looked ahead to fresh inflation data.
stocks

Market reaction overdone for undervalued ASX energy provider

Our fair value estimate holds up better than the share price.  
stocks

What did Morningstar subscribers buy and sell during March?

A sell-off in a quality stock and a strong showing for ETFs.
personal-finance

How to conquer your fears to beat markets

Book turned movie, Moneyball, chronicles Billy Beane’s journey from failed player to legendary team manager.  We look at how he did it and the lessons that can be applied to become a better investor.
markets

Global Markets Report - 9 April

ASX set to open higher, after US stocks were little changed.
markets

Q2 ASX market outlook

Market is slightly overvalued after strong rally; plenty of opportunities remain.
markets

Market Index Performance | March 2024

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

Global Markets Report - 8 April

ASX set to open higher, after US stocks rallied on labor-market data.
stocks

Is Tesla out of juice?

The high expectations embedded in elevated valuations leave little room for anything to go less than perfectly. 
stocks

We popularised moats; Here's the verdict more than 20 years later

They may generate high returns under the right conditions, but the best feature of a wide-moat stock is its safety.
markets

Global Markets Report - 5 April

ASX set to open lower, after US stocks lost ground led by declines in technology stocks.
stocks

Our view on the Sigma / Chemist Warehouse merger

Is there an opportunity before the ACCC weighs in? 
markets

Is the bull market bubbly or maturing?

Investors love to see things in black and white, yet most are grey. One person’s market bubble can be another’s bull market.
markets

Global Markets Report - 4 April

ASX set to open higher, after US stocks ended mostly higher led by gains in basic materials stocks.
personal-finance

Daniel Kahneman: The unlikely economist

How an outsider won a Nobel Prize.
stocks

New ASX share added to our best ideas list

This 4-star opportunity generates a lot of cash and has a history of dividend growth.
personal-finance

Does your financial plan fit your core values?

It should, and here's how to find them
stocks

Morningstar’s analysts shift outlook for Platinum after mandate loss

We cut our Fair Value and revise our estimates for Platinum’s future earnings
markets

Global Markets Report - 3 April

ASX set to open lower, after all major US benchmarks closed in the red.
personal-finance

Don’t confuse diversification with hedging

Finding assets that move in opposite directions is not the reason we diversify our portfolios. That is called hedging. Here’s why that distinction is important for investors.
personal-finance

Why I decided to purchase a home

I’ve said in the past that I wouldn’t purchase a house. What changed?
markets

Global Markets Report - 2 April

ASX set to open flat, after US markets were closed for the Easter long weekend.
etfs

What the next Bitcoin halving means for ETF investors

The fourth halving in bitcoin history will take place in mid-April. Here’s why this time could be different.