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Top 10 articles of last week

Glenn Freeman  |  29 Jan 2018Text size  Decrease  Increase  |  
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Visitors to Morningstar.com.au last week were most hungry for articles on Australian listed companies, exchange-traded funds and educational tips for investing and managing money.

3 stocks with healthy investor appeal

Healthcare holds broad investor appeal, with its diverse array of companies occupying different niches, global reach, and the ageing population all supportive of the sector.

What commodity price uptick means for miners, investors

With few exceptions, mined commodity and miner share prices are overvalued, propped up unsustainably by Chinese stimulus, according to Morningstar analysts.

Why is the Australian market underperforming?

The underperformance of 2017 has continued into the early weeks of 2018. Most macro indicators are positive and interest rates are at historical lows, but the Australian equity market exhibits little conviction.

Schroders' lessons from 2017 and outlook for 2018

2017 was noted for its lack of volatility, and this can be seen strongly in the performance of global equity markets. For the first time, global equities (based on the MSCI ACWI's 30-year history) saw a rise in every month of the year.

Investing on shaky ground

With plenty for investors to fret about in global markets, there are steps that can be taken to manage increased risk and volatility.

The ups and downs of dollar-cost averaging

Following a simple practice known as dollar-cost averaging to buy shares, investors can devote money to the share market without trying to time highs and lows.

3 predictions for Australian ETF industry in 2018

Total assets under management within the exchange-traded funds industry could rise as high as $45 billion in 2018.

2018: A balancing act

Most of the time investors don't need to think too much about market timing or asset allocation. The long-term trajectory of financial markets is up and the only sensible thing to do is to be fully invested and allow the odds to work in your favour.

5 smarter money decisions for 2018

Particularly for empty-nesters with a paid-off mortgage, the following tips can help overcome some common pitfalls, according to wealth management specialist Jonathan Philpot.

Women, men, money and mismatches

Data suggests men are more risk-tolerant investors than women, and women's financial plans will need to consider their preferences for risk as well as their greater longevity, say the experts.

 

More from Morningstar

 Has growth stock rally left value undervalued?

• 3 predictions for Australian ETF industry in 2018

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Glenn Freeman is a senior editor at Morningstar.

© 2018 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. This information is to be used for personal, non-commercial purposes only. No reproduction is permitted without the prior written consent of Morningstar. Any general advice or 'class service' have been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), or its Authorised Representatives, and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. Please refer to our Financial Services Guide (FSG) for more information at www.morningstar.com.au/s/fsg.pdf. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Past performance does not necessarily indicate a financial product's future performance. To obtain advice tailored to your situation, contact a licensed financial adviser. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782 ("ASXO"). The article is current as at date of publication.

is senior editor for Morningstar Australia

© 2021 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. This information is to be used for personal, non-commercial purposes only. No reproduction is permitted without the prior written consent of Morningstar. Any general advice or 'regulated financial advice' under New Zealand law has been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), or its Authorised Representatives, and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. For more information, refer to our Financial Services Guide (AU) and Financial Advice Provider Disclosure Statement (NZ). Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. Morningstar’s full research reports are the source of any Morningstar Ratings and are available from Morningstar or your adviser. Past performance does not necessarily indicate a financial product's future performance. To obtain advice tailored to your situation, contact a licensed financial adviser. Some material is copyright and published under licence from ASX Operations Pty Ltd ACN 004 523 782. The article is current as at date of publication.

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