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Peter Dutton has made housing a key issue for the next election, pledging to “restore the Australian dream” of home ownership. It got me thinking about what this dream represents, how it originated, and whether it’s still relevant today.

FIRE devotees focus on frugality, saving lots of money and retiring early – even if that is not your goal there are lessons from their approach. 

Applying lessons from a recent examination of Pro Medicus to explore the chances of another ASX share turning into the next multi-bagger.  

ASX set to open higher, despite US indexes falling.

The efficacy and fairness of establishing an unrealised gains tax regime will hopefully be hotly debated at the next election. We need better ideas on how to use the strategic and unique benefits of our massive super funds.

The shares remain undervalued as we anticipate higher sales from lower-cost mines driving improved margins. 

Morningstar’s Senior Investment Specialist provided tools and insights for investor to achieve their goals. 

As we continue to navigate a volatile market and geopolitical landscape, retirees need a portfolio with protection from inflation risks so that they don’t experience another cost-of-living crisis when inflation has another upturn.

ASX set to open lower, after a rise in US bond yields spooked investors.

Morningstar’s Associate Investment Specialist looked at his own portfolio and his approach to investing during May. 

The market is pessimistic and downplaying earnings stabilization at the ASX listed financial services firm. 

Eli Lilly and Novo Nordisk have staged big rallies. Here’s how investors can approach this potentially huge opportunity.

Sentiment towards Soul Patts is dominated by the outlook for its big investments in New Hope, TPG Telecom and Brickworks. What do our analysts think?

ASX set to open lower, while Nvidia lifted tech, other sectors were mixed.

Our initial reaction after the property developer remains under review.

Uncovering lessons on investing in picking two ETFs to avoid. 

Professor the Hon Gareth Evans goes through the 10 most pertinent geopolitical risks at the recent RIAA conference

Morningstar’s Director of Personal Finance covered the transition to retirement, building a portfolio with ETFs and investing lessons from Michael Lewis’ Moneyball during May.

ASX set to open higher, after US and UK markets were closed for public holidays.

What our analysts think about the stocks that are forever holdings for Berkshire Hathaway.

In a difficult operating environment this REIT returns focus to Australian operations. 

A simple screen reveals wide moats and undervalued shares in two industries that Aussie markets have little exposure to.

David Dreman thrived by buying stocks that nobody else wanted. Here are five of his rules for contrarian investing and nine ASX stocks that could fit.

ASX set to open higher, after tech stocks pushed U.S. indexes into the green.

Benjamin Graham wrote that everyone should hold between 25% and 75% in equities, with the rest in bonds. The right level is the point where you sleep easy.

This week’s Investing Compass episode goes through the three factors to consider when retiring early

ASX set to open lower, after U.S. indexes fell slid despite Nvidia's strong result.

BHP’s efforts to acquire Anglo continue.  

Key takeaways for the sector from reporting season.

'Putting your affairs in order' is a term that is commonly used when people are approaching the end of their life. It is not as easy as it sounds, though it should not overwhelming, or consume all of your spare time.

We have raised our fair value marginally based on improving prospects.  

I reflect on an early experience with “deep value investing” and other good stock picks gone wrong.

Wall Street darling continues to captivate investors.

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

In the six months of my battle with brain cancer, one part of financial markets has fascinated me, and it’s probably not what you think. What's led the pages of my reading is real estate, especially residential.

Share buybacks and special dividends were a feature of bank earnings this month. Could more capital returns be in store for big four shareholders?

ASX et to open higher, after Wall St continued to rise for the month.

Shares fall as the company announced a renewed focus on costs.

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).

We look at the three ETFs you are most likely to invest in and what our analysts think about them.

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

Morningstar's James Gruber breaks down the key numbers, policies, and economic forecasts, as well as some conclusions for superannuants and retirees.

As the deadline for raising the bid approaches we lower our fair value estimate for BHP.

Chasing yield is very similar to chasing performance. It can lead to poor outcomes if you don’t do your homework.

Morningstar sees several reasons to expect a stronger recover than market consensus.

We go through what's needed to get to $100k in passive income.

Our latest Investing Compass episode looks at the factors behind why Australians have been successful investors

ASX set to open higher, after the Dow sets a record.

A Senate Committee reported back last week with a majority recommendation to pass the $3 million super tax unaltered. It seems that the tax is coming, and this is what those affected should be doing now to prepare for it.

Should you leverage equity that you have built in your home to purchase an investment property?

We look at the three ETFs you are most likely to invest in and what our analysts think about them.

Are you taking on too much risk in your portfolio?

ASX set to open lower, after US benchmarks lost ground.

The narrow moat company surged after an unexpectedly positive result.

Our analysts’ takes on Australia’s largest ETFs. 

To celebrate Morningstar’s 40th anniversary, we share our best investing insights

Men and women experience different health outcomes which need to be taken into account during retirement planning.

ASX set to open higher, after Wall Street responded positively to inflation news.

Our guest James Gruber discusses how to build a lazy portfolio with 3 ETFs, and the issues that you come across when you do this.

Wesfarmers, NextDC and WiseTech shares have been flying this year. How do our analysts rate their prospects and valuation?

These ASX shares from Morningstar’s recently updated Best Ideas list may be especially appealing for income investors.

The stage 3 tax cuts offer the opportunity to take a fresh look at investing and life goals. 

Embrace these timeless investing principles and you can still attain remarkable outcomes.

ASX set to open higher, after another bullish session on Wall Street.

Have you lost sight of the link between the way your portfolio is designed and the reasons you are investing in the first place?

History provides some perspective on the fine line the government is trying to walk on inflation in the budget. 

Designing an investment strategy can be an expensive endeavour. Here is how to create one yourself.

ASX set to open lower, after the Dow ended its recent upswing.

The argument for why investing is supported by the tax code.

The intergenerational wealth transfer is a hot topic. How should you incorporate any inheritances into your financial plan?

If you’re like me, you may have put money into term deposits over the past year and it’s time to decide whether to roll them over or look elsewhere. Here are the pros and cons of cash versus other assets right now.

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

We go through the four factors that led to the success of Philip Morris, and what you can look for to find a strong opportunity today.

The shares of Australia’s largest bank have risen 20% in the last year.

ASX set to open higher, after US stocks continued to rise on Friday.

Know the difference. It will impact your outcomes.

Morningstar analyst Mark Taylor upgrades Seven Group Holdings' moat and fair value rating. 

Morningstar’s James Gruber caught up with Whittaker to discuss his new book, Wills, death & taxes made simple.

Many long-time Investing Compass listeners have asked why Shani changed her mind about buying a house. Shani speaks about her decision.

We shuffle through life attempting to add zeros to our net worth without pausing to ask ourselves if we are measuring financial success in the right way.

ASX set to open higher, after US benchmarks rose.

Life lessons from this year’s trek to Omaha to see Warren Buffett.

Investors began the year optimistic of a soft landing; fast-forward a few months, and rate-cut expectations have been pushed out as economic data proves resilient in many parts of the globe.

Situations like this are rare and can lead to impressive growth and daunting moats.

Is the bank paying too much for home loan growth?

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

Our guest Steven Le, a manager research analyst at Morningstar, goes through what to look for and what to avoid with ETFs, and how investors can apply the Morningstar process themselves for choosing investment products.\n 

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

Private equity strikes again but it is difficult to conclude if shareholders are winners from the deal.

Our free tool can help investors decide if they should pay off their mortgage or invest.

We run through Mark's top ten holdings, how they fit into his investment strategy and when to sell shares.

ASX set to open higher, after the S&P 500 rose on earnings.

These two companies with moat may represent an opportunity for long-term investors.

Is the bank growing the right way again?

ASX set to open higher, after US benchmarks extended their gains.

Chances are you've got heavy exposure to the mining sector. The latest Investing Compass episode goes through the key takeaways from Morningstar's Mining Outlook report, including how to find opportunities in the sector.

Vanguard's superannuation offering has recently lowered fees to go head-to-head with the large superannuation funds, but will it really be able to compete?

KiwiSaver assets increased, owing significantly to market movements, ending the quarter at NZD 108.6 billion, up around NZD 4 billion for the quarter.

We talk about how to have an advantage when investing.

ASX set to open higher, after a continued resurgence on Wall Street Friday.

Growth investors are using Buffett to justify buying blue chip stocks at almost any price. It’s a recipe for potential disaster, as investors in market darlings like CBA and Cochlear may be about to find out.

Designing an investment strategy can be an expensive endeavour. Here is how to create one yourself.

Some of the best financial decisions you can make have nothing to do with markets.

The outlook for the bank still looks good but are the shares attractive?

Is Nvidia still a good buy after its meteoric rise?

The market is overly pessimistic about this 5-star opportunity.

These two gaming shares look cheap, but they will appeal to investors with different styles.

ASX set to open higher, after US stocks rebounded on Thursday.

And why the arguments against income investing don't stack up.

Learning from the past may lead to better decision making. 

The signs of a quality investment and the investors it may suit

Our yearly episode of Christmas gift ideas for investors.

ASX set to open lower, after US stocks mostly fell on Wednesday.

A comprehensive study of the impact of inflation on returns from different assets over the past 120 years. 

Our guest Dan Kemp who runs Morningstar's global investment management team shares thoughts on current opportunities.