Friday fundamentals webinar: showcasing Morningstar's new site

--  |   10/05/2019 Text size  Decrease  Increase   |  
<p><strong>Stefanie Harding</strong>: Hi, everyone. Thank you for joining us today. I'm Stefanie and I'm here today with Mark LaMonica, who is the Individual Investor Product Manager, to talk about the new Morningstar Premium website.</p> <p>So, Mark, last time we did this, it was like a couple of weeks ago, and we were just about to release the new website. So, can you walk us through what has happened since last time we spoke?</p> <p><strong>Mark LaMonica</strong>: Yeah, absolutely. So, Stef said the last time we talked was late March and we were about to launch the new website. The first exciting thing that's happened since then is Stef got married. So, congratulations &ndash; I guess, somewhat public congratulations to Stef and Max.</p> <p><strong>Stefanie Harding</strong>: Thank you.</p> <p><strong>Mark LaMonica</strong>: So, that's exciting. But the other thing that's exciting is we did launch a new website. Now, I first wanted to reiterate what we're doing over the course of this year. We are building a new experience for our premium subscribers and we're building this new website in parallel with keeping our current website out there.</p> <p>So, for anyone who is a subscriber to Morningstar Premium, you will still have access to everything on our old website and you also have the new capabilities that are on our new website. So, the plan is, for the rest of this year while we are building the new website, you will be able to chose where you want to access our research, data and editorial content.</p> <p>So, I want to talk a little bit about what was on the website that we launched. So, really, three main things that we put on this website. So, as I said before, we have all of our research. So, one of the exciting things about the new website is we have expanded our research, which I'll get into in a second. We also have all our editorial content and all of our data, all of our global data. So, I'll quickly jump on and show everyone a couple of features on the website.</p> <p>So, as I said, there's three main things that are on the website. So, first, we'll start with the editorial content. So, this is all the same editorial content that is on our current website. The advantage of the new website, I think, number one, it looks better, but also the advantage is that it is mobile-enabled. So, for instance, Your Money Weekly, which was published today, you can read Peter's overview from today. So, that is live on the website as well.</p> <p>The other thing that we have, and I mentioned earlier that we did expand our research coverage is, we now offer international research coverage. So, you can go up to the search bar, up in the upper left-hand corner of the website, type in any security that you like and see if it's something we cover. So, on the current website we cover about 225 Australian securities. What we've done now is, we've expanded it to our global coverage. So, that's over 1,500 global securities. So, just because we are on Facebook Live, we can maybe use Facebook as an example.</p> <p>So, Facebook, for example, is something that our team in the U.S. covers, our equity research team. So, that's the same methodology that's used as our team in Australia is used globally. So, here you can see our research coverage on Facebook. We clearly have it rated currently as 3 Stars. So, you can read the full analyst reports. Also, you can see all the data on the security as well. So, price to fair value, trailing returns and all the different financials. So, that's all available.</p> <p>The other thing that we put on to this new website is what we have under Discover Investments. So, Discover Investments is really meant to curate some of the research based on different criteria that we preestablished. So, you can see we have a number of different screeners for stocks, same things for funds and ETFs. And just as an example, we can look at global equity. So, medalist ratings are the ratings that our manager research team assigns. So, you can simply go into the screener and you can see every ETF in Australia that has a medalist rating gets a Gold, Silver or Bronze rating by our analysts that is a global equity ETF. So, here you will see our top-rated are Silver and you can see Magellan Global Equities, for example, and you can simply click through and then read our actual research on that ETF.</p> <p>So, those are the main things that we've launched at this point. And really, the plan as we go across the year is as we build something and test it, we will launch it onto the website. So, you will really get an incremental delivery of new features.</p> <p><strong>Stefanie Harding</strong>: All right. So, as you mentioned, the plan is to incrementally release new features. So, since we launched the website a couple of weeks ago in late March, has there anything been released?</p> <p><strong>Mark LaMonica</strong>: Yeah. So, one thing we released that I can show you on here is on the Discover Investments tab and is one of our most popular features actually, our Global Equity Best Ideas. So, what the Global Equity Best Ideas is, is our equity analysts in each of the geographies, so our team in Australia does this as well as our team in Asia, Europe and North America, they sit down and come up with what their best ideas are. And one of the reasons that this is a really popular feature is because, number one, you are getting all of the over 100 equity analysts' best opportunities in the market and also, to talk about our equity research stories a little bit, there's been a number of really good calls that they've made lately. So, a couple of examples &ndash; I can go through a couple of examples in a second, but first, you can see that this is the list. So, this comes out every month. So, on the 1st of May they came up with a new list. You can see that there's 77 securities. We got them sorted with Australia first. So, you can see that in Australia there are nine different securities that are on the list and then goes through the various geographies after that totaling 77 which you can keep loading.</p> <p>So, a couple of examples of things. We do have a number of new items on the Global Equity Best Ideas list. And the reason for that is, we did take a lot off basically because they appreciated too much and their valuation changed, so we took them off the list. So, a couple of examples of those. InvoCare, so we put that on in June of 2018. So, it's up close to 15%. So, it was just removed from the list with this May edition. Crown Resorts, I this those people who have been following and obviously there is that Wynn bid on that. We put that in, in February. It was up 13% since then. So, came off the list. Carsales also went on in February, was up close to 9% since then.</p> <p>So, another example is James Hardie. I can pull that up for us. So, James Hardie is also something just came off the list recently. So, we can see that. So, we put James Hardie on at the beginning of December, so pretty short amount of timeframe for that. So, I can go in and select &ndash; just to show an example, I can select the beginning of December when it went on, December 1st, and you can see up here that it's been up close to 15% since it went on the list. So, that's something else that came off. So, Global Equity Best Ideas is probably the major thing that we've released since the website has gone live. But as I said, yeah, we'll continue to release things as they are ready.</p> <p><strong>Stefanie Harding</strong>: Right. So, that's very interesting and exciting as well. And I think our subscribers also are very interested in what's going to be released next. So, I guess, if you can share that with us, that would be great.</p> <p><strong>Mark LaMonica</strong>: Yeah, absolutely. So, the next &ndash; and I can actually show you. I'll go into &ndash; our developers don't like this &ndash; but I'll go into our Dev environment and show something that will be released next week. So, Latest Research. So, really what we've done is we've embedded new cards into each of the stocks, ETFs and funds that shows sequentially what our analysts have released. So, what this really does is, it hopefully provides our subscribers with some perspective. So, this is a development environment. So, the stories on here are old. But one of the things that we really preach at Morningstar is that you really want to tune out the noise and really look at the valuation of the company.</p> <p>So, in this case, you can see that things that we are worried about as investors, Brexit, certainly the trade tensions, you can really see what our analysts think about that. So, they will issue a new note if their outlook on a company changes. But in many cases, it's really sort of the day-to-day market noise that we try to ignore and what our analysts try to ignore because we all know that over-trading is not a great approach for successful long-term investing. So, releasing that.</p> <p>The other thing that we are building that we are hoping to release by the end of May is the user-defined screener. So, I've showed you a number of different pre-configured screeners on here. But there's also the opportunity, many of our subscribers, as I do, like to go in and set their own criteria. So, in these screeners, we are building one for stocks, for funds, for ETFs, so you can screen based on Morningstar research, so you can use our criteria, but you can also screen on any of the underlying financial metrics that you may decide. And I think one of the best features about these is they are going to be savable. So, you can literally set up your own screens based on your set criteria and come at and periodically check that screen to see if a new security went on there. So, I think it's going to be a really great feature to try to generate some investment ideas so you can do further research.</p> <p><strong>Stefanie Harding</strong>: I'm sure it will be. So, that sounds very exciting. Why don't we start now taking questions from the audience maybe?</p> <p><strong>Mark LaMonica</strong>: Yeah, that sounds good.</p> <p><strong>Stefanie Harding</strong>: Yeah. So, have two that came in based on our email requests. The first one is, I've been using your site and noticed that some stocks receive quantitative ratings. What are those?</p> <p><strong>Mark LaMonica</strong>: Okay. That's a good question. So, quantitative rating. So, what we believe in as a company is, we believe in fundamental research. We really believe that it's looking at the underlying company, determining how much it's worth and comparing that to its current market valuation is a way that you uncover investment opportunities. So, I think, as I said before, we've got a little over 100 equity analysts around the world that are focused on full-time following the stocks that are within their purview.</p> <p>Now, we cover 1,500 stocks globally. We cover 225 in Australia and New Zealand.</p> <p>But there are obviously a lot more stocks out there. And we cannot hire enough equity analysts to cover the roughly 50,000 stocks that we have in our equity database that's available on the website.</p> <p>So, what we've done is, we've tried to create a quantitative assessment methodology that's based on what our equity analysts do. So, we literally have a team that sits side-by-side with them that creates a methodology that's supposed to reflect how our equity analysts would rate those if they were rating them.</p> <p>So, let me show you an example. So, let's take &ndash; if we're looking at Australia, how about Afterpay. So, Afterpay is a &ndash; Stef's husband also works at Afterpay. So, I thought it was a good example. So, Afterpay is a stock that we don't currently cover. It's something that there is a lot of talk about in the Australian market. So, you'll see here there is a Q above the Star Rating. So, that means it's quantitatively rated. So, there's not an equity analyst that follows this, but based on the model that's been set up, we still assign a fair value, you still get a Star Rating based on that fair value. And you can read a little bit about &ndash; so for every stock that is covered by the quant team, you can read a little bit about the methodology. So, it should be very clear what's a stock that's rated from the quant team and what's rated by our equity analysts. So, really what that does is, it brings our coverage, from, as I said, around 1,500 to the 50,000 securities globally that you can access on our new site and you can get the quant rating and that can be an indication of what we think about it and can lead you to potentially research that stock more.</p> <p><strong>Stefanie Harding</strong>: Yeah. Sure. Then the second question is, how do I access the new site.</p> <p><strong>Mark LaMonica</strong>: Okay. Yeah, absolutely. So, we are in the coming weeks going to start putting more calls to action on our current website to allow people to toggle back and forth between the two of them. Right now, you can see &ndash; hopefully, you saw on the shots earlier, you can see the URLs, it was</p> <p>It is the exact same login and password as works on our current site. So, anybody can go to our site at any time. As I said, we'll start putting more things on our current site to have callouts for this site.</p> <p>We are also going to start including it more in emails. So, I think, for people who receive <em>Your Money Weekly</em> email at about 10 am today and 10 am every Friday, you will see that the top stories, the editorial stories that we have at the bottom of the email, they all link to the new site.</p> <p>And as I said, one of the advantages of the new site is that it is mobile-enabled. If you are like me, you get a lot of emails and they come in on your mobile phone, and so, simply clicking on that takes you to a better experience to actually read the editorial content.</p> <p><strong>Stefanie Harding</strong>: Yeah. That's great. Do we have any more questions from the audience? So, apparently, they are coming in.</p> <p><strong>Mark LaMonica</strong>: Yeah. So, we awkwardly sit here while people are ready to type and send them over.</p> <p><strong>Stefanie Harding</strong>: When do you expect the site to be finished?</p> <p><strong>Mark LaMonica</strong>: Yeah, it's a good question. So, our goal is to finalise it in Q3, probably towards the end of Q3. Once again, we will not retire the current site at that point.</p> <p>There will be a time in 2020, we don't know exactly when, where we will retire the current site and have everything available on the new site. But once again, that will not happen this year. But we do hope to finish the site, continue to add the different tabs, we want to have the different features.</p> <p>Basically, everything that you get right now in your subscription on the current site will be on here. So, yeah, we are hoping Q3, but we'll keep people informed as we do these things, the progress we make. And people can obviously see the progress themselves as we release new things and they go up here.</p> <p><strong>Stefanie Harding</strong>: Yeah, that's good. We don't have any more questions. So, that was today's Facebook Live. Thank you so much for participating and for the information. I think it's very useful for our subscribers.</p> <p><strong>Mark LaMonica</strong>: Yeah, great. Well, thanks Stef, and thank you guys for joining.</p>

Video Archive...

Why are Coles, Woolworths and JB Hi-Fi tanking? Morningstar explains
19/05/2022  Local investors were spooked after US retail giants Target and Walmart plummeted overnight as rising prices hit margins and inventory.
Dan Kemp's best tip for successful long-term investing: Beware market narratives
19/05/2022  On his recent visit to Australia, Morningstar's global chief investment officer Dan Kemp talks investing narratives, confronting the growing list of reasons to be concerned about markets and sustainable investing.
What's driving the latest big drop in US stocks?
19/05/2022  Worries about inflation’s toll on earnings sparks Wednesday’s 4% plunge, but stocks are now far undervalued.
Value strikes back: How to manage style in your portfolio
18/05/2022  One of the big themes of the year has been the value comeback. What is behind this resurgence after a pretty dismal period, and should your portfolio be tilting in its direction?
Is it time to recession-proof your portfolio?
11/05/2022  Here's what investors who are worried about a recession should consider today.
Morningstar Best Ideas List: An undervalued play in telecom
11/05/2022  Morningstar analysts have identified TPG telecom as the most undervalued telecom stocks in the ASX 200 detailing multiple catalysts for earnings recovery and growth.
Bill Browder: A scared Putin will only escalate the conflict
29/04/2022  Exclusive: Hermitage Capital Management CEO Bill Browder talks Putin, Russia, and the next six months for Ukraine
5 risks facing the US market right now
28/04/2022  Inflation, rising interest rates, geopolitical risks, and other things to keep your eye on.
Buffett and Berkshire in 2022
27/04/2022  Morningstar's analyst talks about the Buffett's recent deals, what the stock is worth, and whether Berkshire will pay a dividend any time soon.
Fair value upgrades on the table: Morningstar resources update
31/03/2022  Supply disruptions following Russia's invasion of Ukraine are forcing analysts to consider the possibility elevated prices persist.
Bank outperformance speaks to positive trajectory: Morningstar
30/03/2022  Rising interest rates, strong economic growth and cheaper valuations are driving banking stocks ahead of the broader market.
Stock vs stock: Netflix and Disney
28/03/2022  Where are entertainment and streaming services headed?
Morningstar Best Ideas List: WiseTech looks cheap after tech selloff
24/03/2022  Problems in global supply chains are an opportunity for WiseTech as its logistics company customers move to replace old software.
First fires, then floods: How listed insurers are weathering extreme events
23/03/2022  Markets focused on floods and bushfires are missing how insurers are cutting costs, doing more digitally and are looking down the barrel of a lift in investment income.
Don't get 'whipsawed' by false promises of peace in Europe
17/03/2022  Morningstar Investment Management's global CIO Dan Kemp explains why well-intentioned investors desperate for peace in Europe are making dangerous market calls
Morningstar Best Ideas List: Kogan to hold own in faceoff with Amazon
15/03/2022  Knowledge of the local market, strong branding and a growing subscription service should see the undervalued retailer retain market share in the rapidly growing online sales category, says Roy Van Keulen.
"There's been a big rotation in markets": Value surges as growth stumbles
08/03/2022  Higher inflation, rising interest rates and booming commodity markets are driving a major rotation away from the post-pandemic winners, says Tim Murphy, Morningstar director of manager selection.
Afterpay's rivals set for battle with rates and regulators
03/03/2022  Regulators are likely to be less lenient now the buy-now-pay-later sector is part of the fabric of Australian payments.
Industry champions on the cheap: Emerging markets at the Morningstar Investment Conference
23/02/2022  Strong commodity prices, cheap valuations and a head start on interest rate hikes means emerging markets are set for strength, says Dr. Joseph Lai of Ox Capital.
The Russia crisis is heating up, but you need to stay cool
23/02/2022  A belligerent speech from a president signalled the start of the latest phase of Russian agression last night, causing markets to wobble and investors to wonder.
Peter Warnes on FAANGs, investing in Asia and bond market smoke signals
15/02/2022  In an extended interview, Morningstar's Peter Warnes discusses the bear market in US technology stocks, interest rates and growth and his approach to investing outside the US and Australia.
Weighing up Magellan Financial Group after Douglass surprise exit
13/02/2022  Morningstar equity analyst Shaun Ler explains why he see valuation upside high for MFG even as shares lose steam.
Year of the Tiger: What's next for Chinese stocks
31/01/2022  The Chinese lunar year is almost over, and what a ride it's been. Morningstar speaks to JPMorgan Asset Management strategist Mike Bell about what's ahead. 
What to do (and not do) in a volatile market
23/01/2022  Christine Benz discusses how investors should handle the turmoil, whatever the life stage.
Bare shelves only a short-term hit to Coles and Woolies
18/01/2022  Empty shelves will negatively impact supermarkets in the second half of fiscal 2022 but the impact on long-term earnings is minimal, says Morningstar analyst Johannes Faul. 
Morningstar's outlook for 2022
17/01/2022  Bank earnings, house prices and China risk: Our experts and analysts discuss what they've got their eyes on in 2022.
Morningstar's Year in Review 2021
24/12/2021  Our experts and analysts weigh in on what mattered for investors last year.
"A bump in the road" as Magellan loses major client
21/12/2021  New products, lower fees and a portfolio of undervalued stocks set to help the fund manager right the ship. 
What role should Bitcoin play in your portfolio?
10/12/2021  And how does it match up against gold?
Years of demand remain for Australian coal producers
10/12/2021  Australian miners to be among the last standing as coal use fades.
Year-end portfolio rebalancing: What you need to know
08/12/2021  Rebalancing your portfolio is one of those beneficial habits that’s easy to let slide. But year-end is an ideal time to check how your portfolio is tracking against your target asset allocation. 
3 quality names from Stewart Investors
03/12/2021  The gold-rated fund manager shares three ideas with long-term potential.
Silver linings for investors amid the climate stalemate: COP26 debrief
01/12/2021  Long-term investor sees opportunities where businesses are moving towards a zero-carbon future faster than governments.
6 qualities of great index funds
30/11/2021  To understand your fund, get to know its underlying index.
Lazard's 3 top picks for the energy transition
29/11/2021  These companies are set to profit from the move to clean energy, says Lazard.
An uneven energy transition leaves room for coal and gas: COP26 debrief
24/11/2021  The results of the COP26 climate summit suggest coal demand is likely to persist for longer than expected.
What rising inflation means for Australian investors
17/11/2021  And how investors can protect their portfolios.
6 inflation-tough stocks for global investors
08/11/2021  Morningstar thinks these moaty companies will remain resilient in the face of inflation and ongoing supply chain challenges.
Risk/reward equation still looks good at Westpac
05/11/2021  Morningstar maintains fair value despite a fall in margins and slower progress on cost reductions.
These aren't the Bitcoin ETFs you're looking for
19/10/2021  These new US-listed exchange-traded funds will invest in bitcoin futures, not bitcoin itself.
ESG funds don't underperform - but nor do they outperform
15/10/2021  The ESG outperformance narrative is flawed, new research shows.
Building investment portfolios in a low interest rate environment
06/10/2021  Investors may need to hold more growth assets over the coming years, says Morningstar's Jody Fitzgerald.
Covid impacts still being felt in real estate and tech: Reporting season roundup
01/10/2021  And how G8 Education and Link Administration are positioned for long-term success.
Look to Credit Corp for a leading indicator of economic health: Reporting season roundup
30/09/2021  What Reporting Season August 2021 told investors about the health of the financials sector.
Cause for optimism at a2 Milk and Invocare: Reporting season roundup
28/09/2021  a2 milk is an opportunity to be greedy when others are fearful.
Post-covid normalisation is underway in healthcare: Reporting season roundup
23/09/2021  Covid's winners and losers are returning to their prior trajectories. 
One of the most underappreciated dangers of investing
21/09/2021  Sequence-of-returns risk matters for both retirees and savers. Here's why. 
REITs recover pandemic losses: Reporting season roundup
20/09/2021  Analysts expect the sector to recover to pre-Covid trading levels once borders reopen.
Australian banks face margin pressure amid low rates: Reporting season roundup
15/09/2021  Rising customer deposits and access to cheap funding helped Australia's banks stave off net interest margin pressure, but analysts see warning signs.
Greenwashing explained
14/09/2021  Morningstar's Hortense Bioy on how to spot greenwashing and how to avoid it.
Earnings down as private money circles infrastructure: Reporting season roundup
13/09/2021  Utilities and infrastructure names battle the impact of covid as private equity and pension funds circle. 
Frenzy of mergers in energy: Reporting season roundup
10/09/2021  Hydrocarbons poised for a comeback.
TPG tipped to recover as mobile competition eases: Reporting season roundup
09/09/2021  Providers have lifted prices after years of a debilitating chase for subscribers at all costs , says Morningstar's Brian Han.
Short-sellers bet against ARK Innovation ETF
08/09/2021  What shorting ETFs means for long-term investors.
Surging lumber prices were no match for Brambles: Reporting season roundup
07/09/2021  Morningstar senior analyst Grant Slade says Brambles secular growth trend is intact despite nearterm headwinds. He discusses results from the building and construction materials sector.
Miners soar thanks to iron ore: Reporting season roundup
03/09/2021  Miners bask in the glow of iron ore prices while bargains remain in coal.
BHP-Woodside merger is mutually beneficial
23/08/2021  Post-merger Woodside would be well positioned to deliver on the value we've seen for a long time, say Morningstar analysts.
Investors are getting serious about sustainability
16/08/2021  But the sector lacks uniformity, says Morningstar's Christopher Franz. 
Long term outlook for AGL is positive
11/08/2021  Higher wholesale electricity prices bode well for AGL, according to Morningstar senior equities analyst Adrian Atkins.
How you can hedge your portfolio against inflation
11/08/2021  Morningstar FundInvestor editor Russ Kinnel describes some direct and indirect hedges for inflation protection.
The iron ore party can't last: Morningstar
10/08/2021  Copper and iron ore have benefited materially from China’s stimulus and the developed world recovery. But Morningstar analyst Mat Hodge see these benefit as transitory.
What the Afterpay acquisition means for investors: Morningstar Minute
05/08/2021  We believe the transaction has a high chance of succeeding.
Cannabis' federal legal status is not a total buzzkill
03/08/2021  The industry still has significant growth potential.
Stock of the week: Toyota
03/08/2021  Is one of the biggest sponsors of the Olympics positioned for an all-electric future?
2 listed microcap names to consider
23/07/2021  Morningstar's Lex Hall talks micro-cap stock picks with Carlos Gil, chief investment officer at Microequities Asset Management.
Big returns, big risks: Making money with microcaps
22/07/2021  Mornngstar's Lex Hall catches up with Carlos Gil, chief investment officer at Microequities Asset Management.
3 small-caps with Dawn Kanelleas
21/07/2021  The head of Australian small and mid-cap stocks at First Sentier Investors has her eye on ARB, Breville and IDP Education.
Forecast 2021–2022: A correction could be around the corner
20/07/2021  The strong performances of global stock markets in 2020–21 are unlikely to be repeated in the coming year says Morningstar's Peter Warnes.
'Overvalued' warnings grow as ASX 200 hits new high
12/07/2021  Morningstar equity analysts warn that equities remain overvalued despite Australia's strong economic recovery.
What to know about private equity
08/07/2021  Private equity is an exciting area for investors, with lots of hotly-tipped stocks. But there are risks to be aware of, says Pitchbook analyst Dylan Cox.
Lazard's 3 top picks for the global covid recovery
08/07/2021  Warryn Robertson is looking at French infrastructure, retail pharmacy and tax services.
Aussie banks $34bn surplus points to more shareholder dividends, buybacks
06/07/2021  Australia's largest banks have excess capital because they cut dividends, were more conservative on lending, divested assets and raised equity last year. Morningstar's Nathan Zaia thinks most of it should be returned to shareholders.
Weighing up the PEXA IPO
02/07/2021  PEXA burst onto the ASX this week in the biggest float since 2019. Morningstar's Gareth James gives his take on the company's future growth prospects.
Can the iron ore price keep rising?
30/06/2021  Iron ore prices have  been on a tear, boosting the profits of Australia's top miners.  How did we get here and is the only way up? Lex Hall sits down with Morningstar's Mat Hodge.
2 new stocks to watch
28/06/2021  Morningstar has recently initiated coverage of a food delivery app and a consumer finance product. 
'Strongest earnings season I've ever seen'
24/06/2021  Meeting the deluge of demand is the biggest task for US companies, says Bell Asset Management's Ned Bell.
Biotech beyond covid
22/06/2021  Are there still opportunities in the biotech sector now the covid-19 vaccine roll out is underway? We ask International Biotechnology Trust manager Ailsa Craig
Alibaba is still deeply undervalued
21/06/2021  Morningstar's director of Asia equity research is confident the e-commerce giant will bounce back.
Weighing up the Endeavour IPO
18/06/2021  A wide moat and attractive dividend potential are among the key takeaways of Woolworth's decision to demerge from the liquor and hospitality group.
'Then we got hit with the equivalent of a war'
15/06/2021  Lazard Asset Management's Warryn Robertson explains how companies in the Global Equity Franchise fund have adjusted to covid, and assesses the threat of rising inflation.
Understanding Magellan's active ETF strategy
11/06/2021  Magellan's Craig Wright tells Emma Rapaport why it is leading the charge in the active ETF arena and how its global equity product works.
3 off-the-radar small caps
10/06/2021  Callum Burns of ICE Investors explains his conviction in pharmaceutical distributor Ebos, PSC Insurance Group, and elite sports analytics provider Catapult.
Small cap gems and how to find them
09/06/2021  Callum Burns explains how ICE Investors identifies companies with original products and sticky customer bases.
Stock of the Week:
08/06/2021  They’re building an empire.
3 oil stocks we still like
07/06/2021  A year ago the oil price went negative. How have oil giants handled the past 12 months and what's the outlook from here? Morningstar analyst Allen Good explains.
Considering crypto? Here's what to think about
04/06/2021  As the investment world goes crazy for crypto, Morningstar Investment Management's Dan Kemp explains what to consider before putting it in your portfolio
Why we like Wizz Air
03/06/2021  The airline sector is set to recover as international travel resumes. Morningstar analysts think Wizz Air offer the best opportunity among low-cost carriers.
3 global infrastructure picks
28/05/2021  4D Infrastructure's Sarah Shaw outlines the investment case for Spanish multinationals Cellnex, and Iberdrola, and the potential of Mexican airports.
Are crypto ETFs coming?
28/05/2021  The SEC continues to sort out its regulatory concerns.
Stock of the Week: Apple
27/05/2021  We’re raising our fair value as sales hit new highs—but investors need to put it in perspective, says Andrew Willis.
Opportunities in global infrastructure
25/05/2021  Covid-19 has enhanced rather than impeded the future for global infrastructure, says Sarah Shaw of 4D Infrastructure.
Tribeca's eye for Domain
24/05/2021  Tribeca's Jun Bei Liu also explains why she sees opportunity in sleep apnea specialist ResMed as well as Treasury Wine Estates.
Stocks for emerging markets
19/05/2021  American Century Investment's Patricia Ribeiro sees growth in Chinese battery technology, biologics, and building materials in Latin America.
2 stocks for the rise of the robots
18/05/2021  Robotics is a fast-growing area of tech, creating opportunities in medical, logistics and life sciences sectors and much more.
Square: Stock of the week
18/05/2021  Square's Bitcoin purchase is more marketing than operations
Tesla: Stock of the week
10/05/2021  If Elon Musk ends up delivering, we might need to raise our fair value to US$1500 a share.
Why Tribeca's so upbeat on stocks
07/05/2021  Banks and resources are poised to deliver dividends, and Treasury Wine Estates and BNPL are worth a look, says Jun Bei Liu of Tribeca's Alpha Plus long/short fund.
Looking for value in emerging markets
05/05/2021  Digital banking, ecommerce and 5G are among the key trends set for rapid growth, says Patricia Ribeiro of American Century Investments.
Cash slashed, Aussie equities up: Why Morningstar updates Model ETF portfolios
04/05/2021  Analysts have made changes to the fixed interest, property, cash and equity allocations of Morningstar's Model ETF Portfolios to take advantage of the current market environment. They've also refreshed some of the funds in the portfolio.
Investing basics: Explaining the disconnect between the stock market and the economy
30/04/2021  The stock market and the economy are not the same. Here's why.