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