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What does it take to prove an investment theory?

ASX set to open lower, after US stocks fell overnight.

While fairly valued income investors might want to consider this ASX share. 

What we think of Tesla shares after the latest earnings report. 

ASX set to open higher, after a mixed session on Wall Street amid reporting season.

The shares of the ASX technology company surged after a sales update.

The discretionary slowdown weighs on retail, but maintenance remains resilient.

ASX set to open higher, as Wall Street anticipates corporate earnings, Federal Reserve meeting.

The crash in lithium and nickel prices has left companies scrambling to cut production, billionaires red-faced, and investors wondering how a ‘sure thing’ went so wrong. There are plenty of lessons for everyone.

Shares rose after strong earnings report but remain materially undervalued. 

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

Morningstar’s Director of Equity Research, Johannes Faul, outlines his views.

ASX set to open higher, after a mixed session on Wall Street.

A disappointing trading update led to a vicious reaction from investors. 

The stocks of these high-quality companies with large market capitalizations look undervalued today.

Dividend yield is a backward-looking metric. Are these opportunities or traps?

Investors reacted positively to strong profit growth.

Currently 77% undervalued, with a narrow moat.

Many investors seek to build passive income. Learn some strategies for growing passive income over the long-term.

Defining an investment strategy is the basis for achieving your investment outcomes. Walk through a 5 step process to put together an investment strategy.

Investors are inundated with choice with ETF offerings expanding rapidly. Learn how to pick ETFs that meet you investment goals.

Australian shares are set to rise at open, as global technology stocks rally.

Despite worries about interest rates, inflation, recession and war, the Australian share market performed well in 2023. But how does last year compare to history and are there any pointers to future ASX returns?

ASX set to open higher, after a mixed session on Wall St that saw the S&P 500 reach a new milestone.

Morningstar has updated its commodity price forecasts and stock recommendations.

The share price climbs more than 16% on better than expected results.

A different form of greed can impact even the savviest investors. 

ASX set to open lower, despite another record day for US benchmarks.

Profits are robust and dividends attractive despite margin and bad debt headwinds.

Spot bitcoin ETFs make it easy to add the cryptocurrency to a 60/40 portfolio, but there’s a chance it can turn your portfolio upside down.

ASX set to open higher, after US stocks finished the week in positive territory.

As fables go, however, this one is relatively useful.

The dream of many investors is to be able to live off the dividend income from their shares. There is a relatively simple way to do this though it requires a mental fortitude that may not be for everyone.

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).

ASX set to open higher, after US stocks regained previous losses.

Traditionally, equity income funds buy high-dividend companies but earnings growth should be a key component of an investment strategy. Receiving income from selling call options compensates for the lower dividends.

In his latest memo, Marks outlines how today’s markets are dramatically different from those of the past 40 years, that equity valuations are mildly expensive, and the most compelling opportunities for investors.

ASX set to open lower, after Wall Street continued to fall on weakening rate-cut hopes.

Build robust portfolios to withstand volatility. 

Morningstar updates commodity forecasts and our fair value for miners including BHP, Fortescue and Rio.

ASX set to rise at the open, after US benchmarks ended lower, treasury yields higher.

Bond outlooks improve, but stocks’ prospects drop on the heels of 2023′s rally.

Income investors should carefully consider the approach they take to structure their portfolio.

A wide moat stock that is currently undervalued, has exemplary capital allocation and is fully franked. 

ASX set to open lower, European stocks dropped in the absence of U.S. trading.

Morningstar’s qualitative manager research aims to determine which investments deserve the attention of investors and which do not.

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

ASX set to open higher, after the S&P 500 inched closer to new all-time high.

Investors deperately try to beat the market when it's time in the market that really matters.

Mark LaMonica, CFA runs through how to set up the frameworks for investing successfully, and how to think about risk. 

Why they hold advantages over bitcoin futures ETFs and what impact that have on your portfolio. 

How valuations are important for unlisted assets, and what you should look out for with unlisted funds.

Australian shares are positioned to open lower as Wall Street fell on a poor inflation reading. 

Alcoa has announced the closure of Kwinana alumina refinery. Will Alumina’s 40% stake in Alcoa damage their long-term prospects?

Australian shares are positioned to open higher, as Wall Street rose overnight.

Bitcoin, Buffett and Bankman-Fried feature in our list of the most baffling digits of 2023.

Australian shares are set to open lower after a mixed day on Wall Street.

Our view of the bank.

This is your Quick Reference Guide for the year’s important facts and figures. It includes what you need to know on personal tax rates and offsets, as well as super contributions, caps, benefits, and thresholds.

Australian shares are positioned to open higher, as Wall Street rose sharply overnight.

Your inbox is no doubt inundated with 2024 market predictions, though investors are best served by ignoring them and focusing on what really matters. 

Australian shares are positioned to open flat, as Wall Street rose slightly on Friday.

Along with anybody else who attempts to forecast the investment future.

Australian shares are positioned to rise at open, as Wall Street continues to struggle with holding gains.

Join our free webinar series with a focus in January of creating an investment strategy, building an ETF portfolio, and growing passive income.

Australian shares set to slip at open, as Wall Street losses continue.

Australian shares are poised to fall at open despite closing Tuesday high, as global markets started the year lower.

Here’s what it means for the carrier. 

Math anxiety impacts around 50% of the population. Join us as we help ease this anxiety, and work through how math fits into successful investing.

Australian shares are set to slip on the first trading day of 2024.