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Plenty of cheap, high-quality stocks in a fairly-valued market.

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

ASX set to open higher, after US tech stocks gained Wednesday.

We believe there is upside despite weak performance this year.

We expect cloud growth to accelerate this year.

These companies could offer good value and have the stamp of approval from Morningstar Gold Medalist equity funds.

ASX set to open higher, while US tech stocks lost ground overnight.

Some big names didn't make the list. Other big names, and a couple of surprising shares, did. See our analysts' thoughts.

Retirement requires more than a financial plan.

This company is progressing well toward sustainable earnings growth.

Featuring thoughts on private credit, pricing power, mining moats, a mountain getaway and watching England lose.

Morningstar recently initiated coverage on IGO with a Narrow Moat rating and a Fair estimate above the current price. Lochlan Halloway shares his thoughts.

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

Jeremy Siegel preaches perspective but investors don’t appear to be listening. 

Results keep humming along after first-quarter fiscal 2025 profit.

Morningstar’s Director of Personal Finance covered retirement, income and how the pursuit of wealth may cause us to lose focus on what is really important. 

Australians don't need dodgy schemes in Caribbean islands to hide their wealth. There are plenty of legal ways to avoid paying tax but they will leave personal income tax carrying a heavy burden for future generations.

We now view CrowdStrike’s stock as marginally undervalued.

Separate accounts can bring marriage bliss and why prenups can be 'incredibly romantic'.

Start the discussions when the dating gets serious – and watch out for red flags.

Your inheritance will likely be a house. Here's what you can do.

ASX set to open higher, after US investors continued to spread their bets beyond the big tech firms.

Australia faces a wave of retirees at a stage where the superannuation system is still maturing. Better and fairer policy on the role of the family home as a retirement asset might help.

I put Bapcor through a quick but insightful test suggested in one of my favourite investing books.

Watching iPhone revenue, gross margins, and services growth.

Morningstar’s Senior Investment Specialist discusses various perspectives on how to get to your financial goals.

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

An aging population will drive policy decisions. 

Should investors chase this growth story or are they overvalued after the surge in the shares.  

One stock dominates Australia's A-REIT index and it has had an incredibly strong year. Our analysts see value elsewhere.

We will be watching what Amazon has to say on AWS, advertising, and generative AI in its upcoming earnings release. Here’s what we think of Amazon’s stock.

Passive income can be harnessed to reward your future self

Claiming a tax deduction for personal super contributions can end in disappointment if it isn't done correctly. Julie Steed looks at common pitfalls and what is required for a successful claim.

ASX set to open lower, while U.S. stocks fell after a sell-off in tech stocks.

We think investors may have overreacted to recent news.

Watching ad demand, AI monetization, and platform usage.

Less affordable housing isn't the only thing set to weigh on Australia's younger generations. If new solutions for pension deficits and the use of resource revenue aren't found quickly, tomorrow's taxpayer will foot the bill.

Pension payments in super after the age of 60 are tax free and anyone over 65 can switch their super into a pension account even if they do not change their employment. Why do so many continue paying 15% tax?

ASX set to open higher, after U.S. stocks ended slightly lower as investors weighed a blast of corporate earnings reports.

Shares of this high-quality company have rallied recently but still look attractive.

Investing doesn’t need to be complicated.

These three picks trade at a significant discount to our fair value and all offer dividend yields above 4.5%. 

Morningstar Equity Analyst Jon Mills walks through our view of the sector and opportunities for investors. 

Watching AI developments, capital spending plans, and ad spending in second-quarter numbers.

ASX set to open higher, after U.S. markets rose powered by the technology sector.

This energy share features robust production and cash flow which bodes well for shareholder returns.

The actions of the Federal Reserve will impact Australian Investors. Our latest economic forecast for interest rates, inflation, and GDP growth.

These books cover everything a beginner needs, from the basics of personal finance and investing to how the markets influence our money decisions.

By our estimate, housing is 40% overvalued, making it one of the world's priciest assets and even more expensive than the 'Magnificent Seven' US tech stocks. That doesn't bode well for future returns from property.

In this week's Investing Compass episode, Shani goes through her investment strategy.

ASX set to open lower, after U.S. stocks fell amid the CrowdStrike disruption.

We’re all prone to cognitive biases when facing uncertainty.

A simple screen identifies quality companies trading at a discount to fair value. 

Going under the hood of an ETF offering a high yield and global diversification.

We continue to view Taiwan Semiconductor stock as undervalued.

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).

Joseph Taylor chats with Morningstar analyst David Swartz about Nike’s prospects.

ASX set to open lower, after U.S. stocks ended broadly lower as major indexes pulled back from recent heights.

Recently, I compiled a list of ASX stocks that you could buy and hold forever. Here’s a follow-up list of US stocks that you could own indefinitely, including well-known names like Microsoft, as well as lesser-known gems.

A set-back to network expansion but long-term plan remains intact.

ASX set to open lower, while the Dow Jones Industrial Average posted another fresh high.

Azure growth and Activision Blizzard integration are among the key trends to watch.

Investors are being sold the idea of high income and stable returns from private credit. Some of the world’s biggest financial institutions seem skeptical.  

Rio Tinto's earnings met our expectations but there may be better opportunities elsewhere.

The way home ownership relates to retirement income is rated a 'D', as in Distortion, Decumulation and Denial. For many, their home is their largest asset but it's least likely to be used for retirement income.

ASX set to open higher, after the Dow Jones Industrial Average jumped to a fresh high as tech stocks lagged.

The outlook for Australian lenders seems fairly benign but shares across the industry are richly valued.

Financial independence is a goal for many investors, but it is challenging to build an income stream sufficient to support early retirement.

ASX set to open higher, after major US stock indexes rose on Monday.

How we age has significant implication on how we should live and think about money. 

These shares have surged in price in the last year but are significantly overvalued according to our analysts.

The media is filled with picks from financial professionals. Here is how to use them to help you achieve your investment goals.   

This week’s Investing Compass episode discusses the implications of investing in the Aussie market, where no Australian company has raised dividends for a period of 25 years.

ASX set to open higher, after U.S. stocks posted strong gains on growing expectations of an interest-rate cut.

Watching companywide operating profit margins, affordability, and full self-driving software updates.\n \n 

This company looks likely to dominate its market for years to come.

Australian shares are set to open higher, while Wall Street large tech stocks dropped as small caps gained following inflation reports.

Ten undervalued stocks offer attractive prices in a predominantly overvalued sector.

Siteminder has been added to Morningstar’s coverage list. Our analyst talks through our view of the company's prospects. 

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

Nathan Zaia discusses the rationale and impact of ANZ's Suncorp Bank purchase.

In the short-term, markets are a voting machine.

SMSF trustees need to ensure they value their assets at least annually and that those valuations are fair and reasonable, based on objective and supportable data. The ATO is particularly concerned with unlisted assets such as real estate.

Nvidia, Apple, and other major AI players drove market performance to an even greater degree in the quarter.

ASX set to open lower, after financial firms nudged the S&P 500 to a fresh record Tuesday.

In a listener requested episode, we look at LICs vs ETFs, and why an investor may choose one over the other.

A new CEO and a rejected takeover bid may mean better days ahead for the beaten down share. 

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

ASX set to open higher, after US stocks closed mixed.

Morningstar's Esther Holloway recently opened coverage on an ASX lithium producer. Her report features something very rare in the mining industry.

Do these lower volatility and income ETFs meet the definition of ‘Boomer Candy’?

This week’s Investing Compass episode goes through what you’re missing out on by delaying reviewing your super.

ASX set to open lower, while US stocks rose on expectations of rate cuts.

These undervalued stocks of high-quality companies are attractive investments today.

The shares are trading at a 27% discount to our fair value.

Be cautious when you hear, “It’s different this time.”

ASX set to open higher, while Wall Street took a break for Independence Day.

Siteminder has been added to Morningstar’s coverage with a Narrow Moat rating and a Fair Value estimate above current price levels.

Short-term market predications are notoriously inaccurate.

ASX set to open higher, following a strong session on Wall Street.

Our best resources to optimise your superannuation.

June's trades from Morningstar Investor subscribers are an anomaly. Or - confirmation of investors moving towards ETFs.

ASX set to open higher, after U.S. indexes fell.

Morningstar Analyst Lochlan Halloway discusses the bid. 

Here are the factors that decide whether the FHSSS will help you save for your first home

These two companies are relatively small but have carved out strong positions in attractive markets. According to our analysts, the shares also look cheap.

ASX set to open lower, after U.S. indexes fell.

Review your portfolio and position yourself for the future

Debunking three arguments against this valuable risk-assessment tool.