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We will resume publishing the Australia report on Monday 20 January 2025.

My articles in December included a quandary in my portfolio and lessons from one of the best performing stocks in recent history.

Reflecting on a historical year for markets

We will resume publishing the Australia report on Monday 20 January 2025.

We will resume publishing the Australia report on Monday 20 January 2025.

We will resume publishing the Australia report on Monday 20 January 2025.

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).

Australian shares are set to open lower, after U.S. benchmarks ended mostly flat.

SMSFs are often portrayed as the risker option, but does that tell the full story?

Australian shares are set to open lower, after US benchmarks declined following the Fed's widely expected interest-rate cut.

Exploring the ASX sectors that moved the market this year.

ASX set to open lower, after US fell ahead of the Fed's rate decision.

How to become the best investor you can be.

Two companies that show promising signs of handsomely rewarding shareholders.

Morningstar Equity Market Strategist Lochlan Halloway discusses his view on what we can expect in markets in 2025. 

ASX set to open lower, after US stock indexes closed mostly higher as markets anticipate another interest rate cut.

This week's episode is our Christmas episode, including a stock pick and book recommendations.

ASX set to open lower, after US stocks finished the week mixed.

These two companies are trading at a meaningful discount to our fair value. 

ASX set to open lower, after US benchmarks declined on a higher-than-expected producer-price index rise.

This week's chart of the week looks at the under and overvalued sectors in the Australian market.

Exploring the ASX companies who dominated the market this year

Adviser Research Centre Webinar

This REIT is undervalued after selloff despite interest-rate and vacancy headwinds.

ASX set to open higher, after Alphabet and Tesla led US stocks higher.

This week's episode looks at a little known metric that may help income investors

Our personal finance calculators help investors plan for retirement, choose a super fund, decide if it is better to pay off a mortgage or invest, and grow passive income.

While the performance of the largest super funds has been admirable, they’ve become so big that it will make it difficult for them to outperform their benchmarks in future. It will be important for you to pick your fund wisely.

Investors can thank big tech and a resilient economy.

ASX set to open lower, after US stocks fell on weakness in tech.

Mark answers a reader question about an existing ETF and if it meets the criteria he outlined for the 'perfect ETF'. 

The most popular Morningstar content of 2024

ANZ Group needs margin and efficiency improvement rather than market share gains.

Find out how you can benefit from global megatrends. 

ASX set to open higher, after U.S. stocks slipped to start the week.

The implications of investing in a market when no Australian companies meet the definition of a dividend aristocrat.

A collection of resources to help investors find quality companies

Introducing Smart Brevity for stock analyst notes: An exciting enhancement to our stock analyst notes.

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

ASX set to open lower, after US benchmarks mostly rose Friday.

The ins-and-outs of super taxation on death benefits. 

A quick and large gain in share price tempted me into trimming one of my biggest holdings. Here is how I thought it through.

ASX are set to open lower, after major US stock indexes slipped off their record highs on Thursday.

Cyclical upturn should alleviate margin pressure.

Spotify stacked up years of losses to strengthen its position atop the global music streaming market. Our analyst doesn't see this changing any time soon.

This week's chart of the week looks at the pros and cons of private assets.

ASX set to open higher, after US benchmarks rose led by tech stocks.

Latest figures reveal the estimated assets of SMSFs have topped $1 trillion for the first time. It’s quite an achievement for a sector not yet 40 years old, and it’s been driven by new members and recent asset returns. 

Making the case for coal amidst a tough few years for investors 

And what do our analysts think of the investments?

Macrodynamic tailwinds persist, but stocks are already priced to perfection. Will tariffs derail the market in 2025?

ASX set to open lower, after US stocks ended mixed, with the S&P 500 and the Nasdaq closing at record highs.

We go through the right and wrong motivations for trading

A new report shows that only 10% of the housing market is genuinely affordable for the median income family, and that drops to 0% for those on low incomes. This may be positive for the apartment market though.

ASX set to open higher, after US stocks closed mixed as new economic data beat expectations.

ASX set to open higher, after US stocks ended higher, with the Dow Industrials and the S&P 500 closing at record levels, boosted by semiconductor shares.

Chasing performance can lead to poor results but investors can still learn from top performers. 

Morningstar lowers our fair value estimate for Megaport by 16% after mispricing leads to a downgrade in capital allocation rating.  

Santos continues to trade at a valuation that implies no growth in the years ahead. Our analyst Mark Taylor thinks that is misguided.

Joseph explored everything from investing systems to reader questions and one Uber driver's plan to turn his side hustle into a house. 

Take our quiz to see if there are gaps in your knowledge.