Morningstar Site Map

This webinar series is designed to provide all the information you need to build a portfolio that generates consistent and growing income.

ASX set to open lower, after US markets were closed for the Thanksgiving national holiday.

This active ETF from Dimensional earns a Silver Medalist rating from our analysts.

This week's chart of the week looks at which markets we expect to achieve double-digit returns over the next decade.

Morningstar’s Director of Personal Finance covered the election, his investment philosopy and the subtle art of doing nothing. 

The shares are trading at a 47% premium to our fair value.

ASX set to open higher, after US stocks fell Wednesday.

Vanguard’s new study looks at common problems that impact your final retirement outcomes. We present resources to help.

Keep calm and stop checking your portfolio. 

The Big Four banks have had an extraordinary run and it’s left income investors with a conundrum: to stick with them even though they now offer relatively low dividend yields and limited growth prospects or to look elsewhere.

A triple headwind has seen Australia's biggest LIC swing to a 10% discount and scuppered its relative performance. Management was bullish in an interview with Firstlinks, but is the discount ever likely to close?

Shares in Australia's second biggest pathology operator have floundered in recent years. Shane Ponraj thinks better days could be ahead.

ASX set to open higher, after US markets largely shrugged off Trump's latest tariff threat.

Moats are rare but worth looking for. These three ASX listed companies own iconic brands but don't make the cut according to our analysts. 

Price hikes are possible; diverse supply chains are a must.

This week's episode looks at how investors with tight budgets can still invest for their future.

Firstlinks' Editor James Gruber speaks to Morningstar's Director of Personal Finance Mark LaMonica about Buffett's cash hoard and what it may mean for investors.  

ASX set to open higher, after US stocks rose as investors greeted the appointment of Scott Bessent to lead the Treasury Department.

Morningstar’s Senior Investment Specialist focuses on defining and structuring to achieve your financial goals.

A decade-by-decade guide to achieving financial freedom.

Fund managers often get bashed for failing to beat their index over long periods of time. This might be a key indicator of the returns investors can expect.

Most Australians don’t realise they are being charged up to six different types of fees on their superannuation. These fees can be opaque and hard to compare across different funds and investment options.

Move to cloud and AI driving strong data centre industry demand.

ASX set to open higher, after US stocks rose to end a winning week.

Six charts on Nvidia stock and the outlook for AI-focused semiconductors.

We lower our fair value and believe the company is in an uncompetitive position but shares screen as undervalued due to investor pessimism.

A look at two companies that embody some qualities I love to see in a potential investment. If only the price was right.

Mark answers a reader question about a shareholder yield investing strategy. 

This week's chart of the week looks at the impact of fees on the success of funds.

ASX set to open higher, after US stocks finished higher, powered by tech.

Phil Fisher achieved remarkable stock market returns by holding high quality growth companies for long periods of time. Here's how he found them.

We believe the proposed merger is value neutral but shares cheap.

As the S&P 500 rips to new highs, the US now accounts for a staggering two-thirds of the world equity index. This looks at how America came to dwarf other markets, and what could change to slow or halt its momentum.

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 major US stock averages ended narrowly mixed as traders awaited Nvidia earnings after the bell.

Over the long-term it may simply require identifying and buying great businesses.

Is Goodman attractive after our fair value is increased?

Australia is in the early throes of an intergenerational wealth transfer worth an estimated $3.5 trillion. Here's a case study highlighting some of the challenges with transferring wealth between generations.

With the cost of education increasing and federal re-election campaigns fired up, find out what new changes to HECS may mean for investors.    

Our recent price forecasts may provide some relief to investors after an agonising few years for those invested in the lithium game.

It is with heavy hearts that we announce Firstlinks’ co-founder and former Managing Editor, Graham Hand, has died aged 66.

Blindly basing investment decisions on target prices can lead to poor outcomes. 

A reader asked what is behind the poor performance of Platinum and Perpetual shares in recent years. Shaun Ler stepped in to answer.

This week's episode looks at what to consider when you are selecting an investment option in your super fund.

With the cost of education increasing and federal re-election campaigns fired up, find out what new changes to HECS may mean for investors.

I walk a potential watchlist candidate through some of my investing criteria.

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

Fair value uneffected by suspended early-stage clinical trials.

These stocks are still cheap despite impressive earnings. 

Signs of improvement in continued improvement in core business.

A latticework of theory for your finances. 

ASX set to open higher, after US stocks fell as data showed inflation was still resilient.

With increased AI spending and hopes of future data center expansion, here’s what we think of Nvidia stock.

We raise our fair value after strong results but shares are pricey.

Recent election results have sent US markets into a record-high rally however implications remain mixed for the Australian share market. See our top ASX picks that could do better under a second Trump administration.   

Share price pullbacks can present an opportunity to buy high quality companies at attractive prices.

ASX set to open higher, after US stocks posted modest gains as the consumer price index ticked higher in October.

Many investors don't understand how a geared ETF works and may be disappointed by the results. 

The subtle art of doing nothing.

Do possible benefits from the election make shares attractive?

Berkshire Hathaway’s third quarter earnings update reveals Buffett is selling stocks and building record cash reserves. Here’s a look at his track record in calling market tops and whether you should follow his lead and dial down risk.

This week's chart of the week looks at the correlation of stock and bond markets since 2022, and whether this nullifies the benefits of diversification.

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

ASX set to open lower, after rising US government bond yields put a pause on a vigorous stock rally that has propelled major indexes to records in recent sessions.

Innovation in the financial services industry is providing us with more choice...but at what cost?

Plus: Bond spreads, inflation, and the impact of new presidents.

We re-confirm our Gold Medalist rating on the low-cost ETF.

Australian retirement savings in numbers.

The September 2024 quarter presented a mixed performance across various asset classes in New Zealand.

ASX set to open higher, after US benchmarks started the week positively.

A near monopoly in Australia pushes this company into global markets but progress has been slow.

Australians are taking more mortgage debt into their 60s than ever before. Retirement planning assumptions haven’t adapted, meaning that future income projections could disappoint retirees.

Mineral Resources shares are down almost 50% year to date. Mark Taylor weighs in on some of the reasons why.

This week's episode looks at Power-of-Attorney and related documents to protect yourself and your assets, and why they're important.

This week's chart of the week looks at the minimal impact on markets that party has, and instead focuses on another measure that is a bigger tell of returns.

ASX set to open lower, after a blockbuster election week for US stocks ended on Friday with records.

After a 37% share price increase in the last 12 months, investors may be too optimistic for this ASX giant 

ASX set to open higher, after US benchmarks mostly rose.

Insights from Morningstar’s Q3 New Zealand Sustainable Flow report

Good news as a proposed merger is approved but investors may be too optimistic. 

What are the best stocks to own that can pay regular dividends and beat indices on a total return basis in the long-term? Here is our list of 11 ASX-listed companies that could help investors achieve these goals.

The return of Donald Trump to the US presidency brings the prospect of more US tax cuts and deregulation, but also more tariff hikes, trade wars and policy uncertainty. Here's what it means for markets going forward.

SMSF trustees are required to value all fund assets, including property, at market value when preparing the fund's financial statements each year. Here are some key tips to ensure that you get it right.

Attention turns to the ramifications of Trump returning to office. 

ASX set to open higher, after US stocks rose.

And what do our analysts think of the investments?

High income earners use trust structures to distribute income and tax burdens across more individuals. Here’s how they work.

These shares may protect an investor in a volatile market. 

Get ready to hear – and hopefully ignore - all the ways you should adjust your portfolio after the presidential election. 

A conversation between Joseph Taylor and MFS’s CIO and CEO-elect Ted Maloney.

ASX set to open higher, after corporate results drove US stocks higher on election day.

Warren Buffett warned of the perils of size when it comes to asset pools. Will industry super fall victim to suze?

It has been more than 20 years since Michael Lewis wrote Moneyball. Are there lessons we can take from the book to become better investors?

This week's episode looks at the types of investors that growth stocks suit, and three of our top opportunities.

New CEO has relevant experience in business transformation.

ASX set to open lower, after US indexes slipped on election eve.

Australia’s top buyers agent lays down her strategy.

Maintaining our fair value estimate on Berkshire stock.

This undervalued share provides the opportunity for investors that look beyond the markets short-sighted view. 

ASX set to open higher, as Amazon and Intel led gains in US equity indexes Friday.

Use our free calculator to compare the cost against an industry or retail super fund

What does the explosion in mortgage debt mean for future property prices in Australia and highly geared homeowners.

First quarter results are strong and debt levels have dropped.

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

Investors would be wise to ignore an unpredictable election.