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markets

Global Markets Report - 28 March

ASX set to open higher, after US stocks regained ground lost earlier in the week.
markets

Global Markets Report - 27 March

ASX set to open lower, after US stocks ended Tuesday slightly down, led by declines in utilities stocks.
stocks

Is there still hope for a fallen Star?

Morningstar has increased its fair value uncertainty rating to extreme, though still sees Star as undervalued.
personal-finance

Why Aussies are better investors and the lessons we can learn from their success

Aussie investors have come out on top in a recent study. Here are some of the reasons why.
markets

Global Markets Report - 26 March

ASX set to open lower, after the three major US indexes fell led by declines in industrials stocks.
retirement

How SMSFs are investing their money

New data shows the number of advised SMSFs is increasing at the expense of self-directed SMSFs. It also suggests more SMSFs are turning to international markets and ETFs to diversify their investment portfolios. 
stocks

An ultracheap moated small cap

Our analysts believe it has the ability to maintain a sustainable competitive advantage for at least the next ten years.
markets

Global Markets Report - 25 March

ASX set to open higher, after the three major US indexes gained for the week, led by the Nasdaq's 2.9% advance.
stocks

Filling in AGL’s moat

We update our view on the sustainability of AGL’s competitive advantage.
personal-finance

10 top ASX dividend shares - part II

The ASX 200 is a concentrated index with 10 shares providing around 60% of the total index income. Our analysts weigh in on future dividend prospects.
stocks

The top opportunities in mining

Morningstar’s Mining Landscape report outlines where we see the biggest opportunities 
markets

Global Markets Report - 22 March

ASX set to open lower, despite US indexes all rising led by gains in industrials stocks.
personal-finance

The role future expectations play in investment returns

We believe investors should focus on long holding periods.
stocks

Morningstar raises Nvidia fair value

Following Nvidia's GTC conference, we're now more optimistic on the hottest stock in the world. 
stocks

Is CBA the most expensive bank in the world?

Banks have been on a strong run but CBA has stood out. Have things gone too far?
funds

Listed Investment Companies monthly performance: February 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 - 21 March

ASX set to open higher, after US benchmarks rose led by gains in consumer cyclical stocks.
stocks

Electric vehicles not so bullish for copper

Copper is a key part of operations for BHP and RIO and investors are counting on increased demand from EVs. 
markets

Has the tech rally gone too far?

Many observers draw ominous parallels between today’s market and the infamous dot.com bust of 2000. Things are quite different now, but certainly not foolproof.
markets

Global Markets Report - 20 March

ASX set to open higher, after US benchmarks rose on Tuesday.
personal-finance

The man who knew too much

An investment parable
stocks

ASX listed shares with the DNA of a Buffett company

Companies that make it into Berkshire Hathaway’s portfolio have some common threads in their genetic code.
markets

Global Markets Report - 19 March

ASX set to open slightly higher, after tech stocks lead gains on Wall Street.
stocks

An ultracheap stock to buy with the best returns on investment

A narrow moat stock with a high ROIC that’s undervalued.
stocks

Lessons on investing in miners

This dominant industry in the ASX holds some unique challenges for investors.
markets

Global Markets Report - 18 March

ASX set to open lower, after U.S. stocks ended the week down on news of rising inflation.
stocks

Building portfolios using quantitative signals

James Gruber chats with Andrew Francis and David Walsh from RQI Investors. 
stocks

This cheap ASX share looks 25% undervalued even after 40% rally

Despite advancing from its October low, the undervalued stock of this narrow-moat company may have more room to run.
markets

Global Markets Report - 15 March

ASX set to open lower, after falls in U.S. benchmarks, led by declines in real estate stocks.
markets

Markets are booming but strains show in the economy

Is there a disconnect between market performance and economic activity? 
stocks

The magnificent seven: fortune or folly?

An impartial look at these stocks’ long-term prospects.
markets

Global Markets Report - 14 March

ASX set to open higher, after a mixed session on Wall Street seeing tech stocks end lower, energy up.
stocks

What is the mystery Warren Buffett stock?

Our seven best guesses on what stock Berkshire bought.
markets

Global Markets Report - 13 March

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

Opportunities in the mining sector

Morningstar analyst Jon Mills walks through the mining sector and his top opportunity for investors.
markets

Market Index Performance | February 2024

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

The market is overly pessimistic on this undervalued opportunity

We believe the market is overly pessimistic on this Australian property player. 
markets

Global Markets Report - 12 March

ASX set to open higher, after all US benchmarks ended lower led by declines in industrials stocks.
funds

High conviction stocks from Gold Medalist fund managers

The largest holdings in Gold Medalist small and mid cap funds
markets

Is the US stock market expensive right now?

Everything investors need to know about frothy stock valuations, and why they may not be so bad.
markets

Global Markets Report - 11 March

ASX set to open lower with US stocks falling on Friday. 
stocks

The shares Warren Buffett plans to own forever

3 shares Berkshire Hathaway’s chairman expects to hold indefinitely.
stocks

3 cheap dividend stocks

Stocks with a higher yield than the ASX/200 that are currently undervalued.
stocks

Our view of REITs

The sector has taken a beating but there are some opportunities. 
stocks

The cheapest ASX share in our coverage universe

We still believe this turnaround play is an attractive opportunity after the CEO resigns amid industry challenges. 
markets

Global Markets Report - 8 March

ASX set to open higher, with US stocks rising Thursday after dovish Powell comments.
personal-finance

What financial independence means for women

Financial independence means different things to different people but all investors can learn from some common pitfalls.
personal-finance

The true spirit of International Women’s Day

At Morningstar International Women’s Day means focusing on empowering investor success.
personal-finance

Why different viewpoints matter for investors

Including new research from Morningstar with our top female fund manager picks
personal-finance

Creating a realistic retirement plan

Practical tips to close a retirement savings gap between genders that is larger than we think.  
personal-finance

Practical ways to close the gender gap

Morningstar’s International Women’s Day panel shares practical tips for improving financial outcomes. 
markets

Global Markets Report - 7 March

ASX set to open higher, after Wall Street rises on positive Fed-rates talk.
etfs

Our top choice for a global ethically conscious share ETF

Highly efficient, low-cost, diversified ESG-focused global equity ETF.
personal-finance

Practical ways to close the gender gap

Morningstar’s International Women’s Day panel shares practical tips for improving financial outcomes.
markets

Global Markets Report - 6 March

ASX set to open lower, after Wall Street loses ground led by declines in technology stocks.
personal-finance

Why our financial abilities peak at age 53

How age impacts our decision making and what to do about it. 
markets

ASX earnings season wrap-up

Our thoughts on how to take advantage of earnings season
markets

Global Markets Report - 5 March

ASX set to open flat, after Wall Street loses momentum.
stocks

Further details on Seven Group’s Boral bid

The industrial services and energy conglomerate is launching an off-market mop-up bid for the 28.4% of the construction materials specialist it doesn’t already own.
stocks

Magnificent Seven vs. the ‘Granolas’: How does Europe’s version stack up?

‘Granolas’ stocks are profitable, diversified, cheap—and posting big returns.
markets

Global Markets Report - 4 March

ASX set to open higher, after the Nasdaq continued its rally to finish the week up 2%.
stocks

5 changes to ASX listed shares on our best ideas list

The March edition of our Global Best Ideas list includes multiple new pick from our analysts.
stocks

Is Life360 attractive after the shares jumped 40%?

Investors pushed the share price higher after announcing they would allow advertising on their social network. 
stocks

What did Morningstar subscribers buy and sell during earnings season?

And what do our analysts think of the stocks and ETF?