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These high-quality companies are our top picks for investors wanting to boost their domestic exposure.

A deep dive into growth stocks and the investors that they may suit.

ASX set to open lower, after US stocks were boosted by Fed Chair's speech.

The FIRE movement is straightforward and taps into our innate desire for independence. Is it all it seems?

This week’s episode of Investing Compass goes through the pros and cons of an all in one ETF and the potential tax implications.

Power blocs, frontier stocks and investor shocks explained as the world becomes more complex 

Artificial intelligence can outperform human analysts. But together, they prove hard to beat.

Morningstar’s Director of Personal Finance was inspired by a Charlie Munger quote and tried to come up with the 'perfect' ETF. 

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

Mark answers a reader question about selling positions that have dropped in price to offset capital gains. 

ASX set to open higher, after US stocks ended higher on strong economic data and Micron earnings.

A process to help you identify what really drives you.

Joseph wrote about the world's cheapest Wide Moat stock, capital allocation mishaps, legendary investing letters and huge share buybacks.

ASX set to open higher, after US stocks ended mixed, with the Dow industrials snapping a four-day winning streak.

Individual investors enjoy important structural advantages over professionals. Unfortunately, one easy to fall into behaviour nullifies this edge.

Smart-beta investors could have done better by being less clever.

Recents data suggests that Australia remains the lucky country.

Morningstar recently initiated coverage of an intellectual property services provider. We believe poor capital allocation and a lack of competitive advantage pose significant risks to the company.

We will make two methodology enhancements for the Morningstar Medalist Rating™, our single, encompassing forward-looking rating for managed investments.

Morningstar’s Senior Investment Specialist leverages experts, as no investor can do it all.

New draft regulations finally provide the framework for unwinding legacy pensions cleanly and simply for members who choose to do so. There are some caveats though, including a time limit.

Despite an explosion in data, investment titan, Cliff Asness, believes the market has become less efficient, not more, over his 34-year career. He explains why, and how you can take advantage of it.

ASX set to open higher, after US stocks inched higher following China's effort to stimulate its economy.

Proceeds from the sale don’t make up for lost earnings. 

As strong demand related to AI continues, monetization is growing and valuations are more attractive.

ASX set to open lower, after US stocks rose as business activity stayed strong in September.

The Government has introduced the biggest changes to aged care in almost 30 years. While the message has been that “wealthy Australians will pay more for aged care”, it seems that most people will pay more, some a lot more.

Plenty of people will tell you what to buy but few weigh in on when to sell. 

An updated offer for international acquisition target.

This week’s episode of Investing Compass goes through the actual impact of franking credits to your returns.

ASX set to open higher, after major US stock indexes ended Friday mixed.

Facebook and Instagram owner is the clear leader in social media, with prowess in digital advertising.

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).

Morningstar’s Brian Han downgrades the company’s moat rating and cuts fair value however shares remain at an attractive discount. 

A David Dreman style screen unearths two No Moat ASX companies that our analysts think are undervalued. 

ASX set to open higher, after US stocks rallied as investors rethought Wednesday's Fed rate cut.

Vanguard's latest research suggests several steps we can take towards a more confident financial future.

In praise of what can’t be measured.

Meet the industry leader with a repeat presence in our Best Stock Ideas. 

ASX set to open lower, after US stocks closed in the red following initial gains on the Fed's rate cut.

Relative housing values across Australia's major cities have shifted significantly in the past five years.  

The look at steps all investors can take to move along the pathway to independence.

Why a viral investing chart is misleading.

Great companies can become merely good or even below average. Here is how I'd go about avoiding situations like this.

ASX set to open lower, after major US stock indexes were little changed.

Our latest economic forecast for interest rates, inflation, and GDP growth. 

Poor capital allocation can lead to weaker returns and greater downside risk for shareholders. Here are some behaviours you don't want to see from companies you own.

These undervalued shares with moats have attractive and potentially growing dividends.

A smaller cut is narrowly expected, but a more aggressive move is possible.

ASX set to open higher, after US traders took a cautious stance ahead of Wednesday's rate decision.

Along with the narrow moat rating we raised our fair value by 12%.

Is it possible to build a portfolio that performs well in any economic environment? So-called 'All Weather' portfolios have become more prominent of late, and this looks at what these portfolios are and their pros and cons.

What sort of investor are you: the Master Chef or the Queen of Takeout? Morningstar’s former Director of Manager Research Ratings shares her approach. 

This week’s Investing Compass episode goes through why winning as investors often means losing as consumers

ASX set to open higher, after US stocks rose on rate-cut expectations.

Transitioning to retirement can be a perilous time for investors. A plan helps and here is mine. 

Tabcorp shares have slumped amid a slower than expected turnaround and the prospect of tighter advertising rules. 

ASX set to open higher, after US equities extended gains.

Conventional wisdom dictates that risk is synonymous with volatility. Is this something most investors should worry about and is there a better way to build a portfolio than using bonds?

Many investors are influenced by how stocks have recently performed. Should they be?

Three of our equity analysts reflect on the best results, worst disappointments and biggest market overreactions from their sectors.

We share our research and resources on residential housing as an investment

This cash cow has a fortress balance sheet and is undervalued according to our analyst.

Morningstar's James Gruber and Mark LaMonica discuss ASX shares to buy and hold forever.

Investing insights to drive long-term success.  

We are likely to support the takeover as we believe it represents a fair price for shareholders.

Transition to Retirement Income Streams have waned in popularity but that could change if the proposed extra tax on super balances above $3 million goes ahead. 60–65-year-olds who are still working could benefit most.

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

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

New models due Sept. 20 should spur a strong growth cycle in fiscal 2025, but shares are still overvalued.

Jim Simons has achieved breathtaking returns of 62% p.a. over 33 years, a track record like no other, yet he remains little known to the public. Here’s how he’s done it, and the lessons that can be applied to our own investing.

We lower our fair values to reflect the risk but still believe the shares are attractively priced.  

ASX set to open higher, after US stocks rose broadly to start the week.

The current difficulties confronting housing policy partially stem from an explosion of mortgage debt. We've engineered a price for housing that will cause a severe problem for future generations—if it isn't addressed.

Value stocks among financials, healthcare and consumer defensive sectors are supporting the market.

The bid barely exceeds our fair value and is a 10% discount to net tangible asset value.

It surprises me how often individual investors and even seasoned financial professionals don’t know the basics of building an investment portfolio. Here is a guide to do just that, as well as the challenges involved.

ASX set to open lower, after US indexes ended the week in the red.

Does the perfect ETF exist? If not, what would it look like. 

The risks and opportunities of a portfolio heavily weighted to shares in retirement.

Warren Buffett has three main criteria for buying a business but most investors only focus on two of them.

ASX set to open higher, after US stocks ended mixed ahead of the August payrolls report.

People often assume that you should wind up an SMSF as quickly as possible. Taking a slower and considered approach might be wiser.

Through the years, I’ve learned that investing is probably 20% maths and 80% psychology.

My financial situation has changed and I need to adjust my approach. Here's how I plan to move closer to my goals with every paycheck.

Three high-quality growth companies that have wide moats and a history of good capital allocation.

ASX set to open higher, after US stock indexes were narrowly mixed.

Brian Han joins me to talk about Telstra's cost cutting measures, the company's dividend outlook and its "embarrassing" mobile margins.

We see a rebound in sales after a rough 2024 but the shares remain overvalued.

A change in mindset could set you on track for smarter retirement spending decisions.

We look at the biggest market reactions in our coverage and what our analysts think about the companies.

Are we a nation of gamblers because of our history of speculative mining riches? Or is it the other way round?

These shares might suit those hoping to generate passive income through investments in high quality companies.

ASX set to open lower, after US stocks fell sharply across the board.

Company confirms it is exploring acquisition of rightmove.

We’ve assumed that people will enter retirement owning their home outright. Given increases in home prices is this a reality anymore?

Getting your children started early can give them a leg up financially and teach them a critical life skill.

ASX set to open higher, while US markets were closed for the Labor Day holiday.

And what do our analysts think of the investments?

Absent much higher interest rates and or unemployment, a house price crash in Australia looks unlikely. However, a failure to boost affordability risks a further slide in home ownership and rising inequality.

BHP is used as an example to show how to assess the impact of too much debt on financial risk and flexibility.

We cut our fair value estimate by 9% but the market is overely pessimistic on prospects.

This week's Investing Compass episode goes through how to interpret stock picks from fund managers in the media.

ASX set to open lower, after US stocks closed out August on a high note Friday.

It has been more than 20 years since Michael Lewis wrote Moneyball. Here are three practical lessons from the book to become better at investing.

Why do people have trouble shifting from a saving to spending mindset in retirement? Researchers have plenty of theories though can't identify an exact cause, nevertheless there are things that can enable the shift.

This moaty yet volatile small-cap stock hit another slump. Our analyst thinks the business is misunderstood and its shares severely undervalued.

ASX200 heavyweights BHP, Wesfarmers, Woolies and Coles were among the companies to report.

Mark answers a question about his views on private credit