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This week's chart of the week comes from Morningstar's Market Strategist's take on small caps

ASX set to open lower, after The Magnificent Seven stocks in the US fell sharply.

The deal is set to deliver enhanced scale, cost savings and new synergies.  

We think investors should be on board when Azure accelerates in the third quarter.

My homework for all investors with superannuation.

Mark answers a reader question about a growth at reasonable price investment approach and the new GARP ETF. 

With acceleration of air travel leading to record profitability, we think the market is extrapolating current conditions over the long-term.  

ASX set to open lower, after US stocks ended lower, after a higher start, as investors sifted through the latest earnings reports and economic data.

What does the WiseTech saga tell us about the shares in our portfolio. 

These shares offer an opportunity to own high quality global companies at a more than fair price.

We raise our fair value on the tech giant. 

Morningstar’s new Investment Associate looks back on her first month of stories.

The Co-Chairman visits Australia and offers a warning to investors. 

ASX set to open lower, after US stocks finished mixed as the Dow Industrials slipped, while strength in big cap tech names lifted the Nasdaq to a fresh high.

Morningstar Director of Equity Research Brian Han equates NRL positions to types of shares and offers lessons on how to build a portfolio.  

This lithium miner is trading at a 22% discount to our fair value. 

Implications of inheriting or bequeathing property.

A recent ruling from The Australian Financial Complaints Authority may herald a new era for financial scams. For the first time, a bank is being forced to reimburse a customer for the amount they were scammed.

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

ASX set to open higher, after US stocks rose behind strength in financial shares.

If a widely held view turns out to be wrong or exaggerated, investors taking the other side of the bet can be rewarded.

Looking back at your old investments can be hard, but it is worth your while. 

With strong revenue and modest gross margin expansion, here’s what we think of Apple stock.

Investors are overly optimistic about the prospects for these two ASX shares.

This week's episode looks at how to achieve one of the most common investor goals - a travel fund.

ASX set to open lower, after US indexes closed the week mixed.

We’re told there’s no point paying off your HECS/HELP debt. Are there circumstances where you should?

Solid global sales and margin expansion are highlights from latest quarter.

Morningstar’s Senior Investment Specialist helps investors tighten up their financial health.

Market rally led by large caps; better value in smaller stocks.

ASX set to open higher, after US stocks closed mostly higher, with Tesla leading the S&P 500 as investors applauded better-than-expected results.

Not even having Warren Buffett at the helm protects Berkshire from a moat downgrade.

Why has a succession of inquiries and reports, along with a plethora of academic papers, not led to effective action to improve housing affordability? Because the work has been aimless and unsupported by a national consensus.

Fiscal 2025 first-quarter results were largely in-line with our expectations but shares are trading at 25% premium to our fair value.

This week's chart of the week comes from the Morningstar Equity Research team's Australian Retailing Q3 2024 report

Our free tool can help investors that dream of living off of passive income. 

ASX set to open lower, after US stocks fell broadly on weak corporate results.

With gen AI monetization and ad spending, here’s what we think of Alphabet stock.

The shares are up over 32% in the last year but we think investors are too optimistic.

How does the benefit from extra mortgage payments compare to investing in the share market? 

ASX set to open higher, after US stocks overcame some early weakness but still ended little changed.

A metric that can improve your results as an income investor.

We believe the company is in a transition year and results will improve.

Watching for updates on the affordable vehicle and self-driving software, here’s what we think of Tesla stock.

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 lower, after US stocks gave back some recent gains ahead of a busy week of earnings.

Washington H. Soul Pattinson is an ASX top 50 stock with one of the best investment track records this country has seen. Yet, most Australians haven’t heard of it, and the company seems to prefer it that way.

A look into Power-of-Attorney and why it’s important

Here’s what strategist Jeremy Grantham thinks about the markets today.

A potential opportunity for income investors who are interested in high levels of current income.

This week's episode of Investing Compass looks at the phasing out of hybrids, and alternatives that investors can consider for their portfolio.

Self-managed super funds are increasingly popular but are not right for everyone

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

This week's chart comes from the Australian equity market outlook for Q4.

The hardest and most embarrassing article I've written yet.

This all in one ETF provides investors with a diversified portfolio in one trade but tax questions persist. 

ASX set to open lower, after US stocks ended mixed with the Dow Jones Industrial Average rising to a new record.

Following rock star fund managers and trying to emulate their success is likely to end badly for most investors. It’s better to shoot for above average or even average results to achieve your investment goals.

Solid start to the fiscal year from the ASX's largest miner. 

What to know about interest rates, electric vehicle tax credits, EV driving range, affordability, and more.

Our view of TSMC shares after its impressive results.

The ASX is near all-time highs but one sector stands out as cheap. 

Mark answers a reader question about deciding between different super options. 

ASX set to open higher, after US stocks closed higher on robust earnings and upbeat corporate outlooks.

These undervalued stocks with reliable dividends are worth considering.

Is the investing baggage you carry hampering your ability to achieve your goals?

ASX set to open higher, after US equities indexes retreated from record highs after a selloff in chip stocks.

Some insights on life and work after taking time off.

Some of the largest ASX listed companies are potential dividend traps. What should income investors do?

With recent movements in commodity prices, we identify shares to avoid at current prices. 

Rio have made a counter-cyclical move to buy some of the world's lowest-cost lithium assets. Our mining analyst Jon Mills says the firm is still all about iron ore for now.

In this extract from his new book, the co-founder of Intelligent Investor reveals how investors can avoid critical mistakes and profit from opportunities in collapsing share prices.

ASX are set to open higher, after US stocks rose to new records, boosted by the tech sector.

Star Entertainment shares have lost more than 90% of their value in the past 3 years. Angus Hewitt discusses where the company stands and what needs to change.

A big age gap can make it harder to find a solution that works for both partners—financially and otherwise. Having a frank conversation about the future, and having it as early as possible, is essential.

Common investor habits are selling when the market falls, worrying about others, a fear of running out of money and losing patience with a fund. Here are strategies and investments to manage these foibles.

More high-income earners are now also experiencing financial stress. We go through practical ways to reduce it

ASX set to open higher, after US stocks reached new highs following upbeat bank earnings.

Looking at average superannuation balances for your age may be misleading

Telix has come from nowhere to being a $7 billion ASX200 company. Shane Ponraj answers a reader question on its growth outlook and valuation from here. 

This week's episode of Investing Compass looks at the 'Sandwich Generation' - those that are caring for children and parents, and how they can financially prepare. 

This week's chart comes from the Australian equity market outlook for Q4.

Demographics influence economies and stock markets, but other factors like technology and policy can overshadow their impact.

After the US tech sector’s rally this year, we bring our focus to the local technology shares looking cheap right now.

ASX set to open higher, after US stocks slipped from record levels.

Why income investors should consider diversifying outside of Australia.

The role of borrowing in an investment portfolio, and products that offer it.

The holy grail of investing is to find a stock that can generate life-changing returns. Here are four ways to improve your chances of unearthing the next Nvidia or Pro Medicus, and the challenges you may face along the way.

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

ASX set to open higher, after US stocks and Treasury yields rose ahead of the latest updates on inflation and weekly jobless claims.

The tax efficient way for parents to save on education expenses. 

Morningstar's mining analyst Jon Mills talks China stimulus, longer term iron ore prices and why he thinks most copper miners are overvalued.

The impending rate cut environment brings eyes to this player.

You can only push monopoly power so far before it triggers a backlash. Transurban might have finally pushed too far, raising big questions for investors.

ASX set to open higher, after US stocks rose, led by tech and ahead of earnings on Friday.

Brambles is the undisputed king of pallet pooling. Esther Holloway joined me to talk about its moat, growth prospects and risk of disruption.

Investing is a means to an end and it takes experience and introspection to develop a financial philosophy that matches the life you want—this is my story.

Don’t miss out on a chance to articulate your legacy.

The investment products allowing you to invest with small amounts, with no brokerage or additional investment fees.

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

ASX set to open lower, after US stocks fell ahead of earnings from a number of big companies.

Like negative gearing, discounted capital gains tax, is criticised for giving investors an edge over first-home buyers. A discount is justified but at what level?

Or, perhaps, what investing should have taught me about flatpack furniture…

Some of the ASX's worst recent performers now look cheap versus our Fair Value estimate. Others still look expensive.

This week’s episode of Investing Compass goes through some expert advice on how to make your will as airtight as possible.

At the right price, share buybacks can create a lot of value for shareholders. These big buybacks from the US appear to fit the bill.

Roy Van Keulen answers my question on how big a growth opportunity remains for the ASX's biggest technology company.

John Bogle famously advocated a two-fund portfolio of US stocks and bonds. Recently, I tried to create an Australian version of the Bogle portfolio and found that what seems simple can quickly turn complicated.

The steep market reaction comes after a recent announcement by the ACCC.

ASX set to open lower, after US stocks fell as tensions in the Middle East remain high.

This week’s chart of the week comes from Morningstar’s latest Superannuation Landscape Report and urges investors to look beneath the hood of their chosen investment option.

In this excerpt from her new book ‘How to Retire,’ Christine Benz discusses retirement spending with financial planner and retirement researcher Jonathan Guyton.

ASX set to open higher, after US markets calmed down as investors' focus turned back to the economy.

Over decades, relatively few companies generate all the stockmarket's outperformance. Is this an argument for passive investing or does it prove active investing is rewarded?

This listed player provides promising long term outlook after pledging significant capital expenditure to a transformative project.

After a delayed earnings release and a turbulent regulatory environment, this entertainment behemoth remains a controversial choice for investors.

ASX set to open higher, while US stocks fell and oil prices jumped after Iran launched a missile attack on Israel.

The Coalition is continuing to push for superannuation to be used for housing deposits. It's a bad idea on several fronts, including that it would inevitably push up already expensive housing prices.

And what do our analysts think of the investments?

An update on how the picks have performed.