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Video Archive...

Gold bug tips $1500 price in 2018
19/04/2018  Silver and gold specialist Ned Naylor-Leyland from UK's Old Mutual outlines what will drive precious metals higher, and where ESG fits.
Mark Taylor discusses oil prices
17/04/2018  Mark Taylor discusses the ramifications of Middle East unrest on oil prices
3 top picks in infrastructure
16/04/2018  This trio of sectors spanning UK water, European utilities and US real estate are of substantial interest for Jim Lydotes from BNY Mellon Investment Management.
Infrastructure investing beyond roads, rail, utilities
13/04/2018  This fund manager thinks about the infrastructure sector quite differently than many other professional investors.
Morningstar Facebook Live: Insights on our Australian stock analysis
12/04/2018  Mark Lamonica, who heads up Morningstar Australia's individual investor business, recently spoke with Adam Fleck, regional director of equity research, in an interactive presentation streamed to subscribers during our second Facebook Live event.
5 to-dos for retirees as volatility returns
12/04/2018  Christine Benz shares her top tips for investors in retirement or about to retire wondering what to do amid the sell-off.
Why a weaker US dollar is good for Asian equities
10/04/2018  JP Morgan's Richard Titherington tells Emma Wall why a weak US dollar is good for emerging markets, and why investors should not be put off by a trade war.
Reflections on financial markets in 1Q 2018
05/04/2018  Andrew Lill discusses the return of equity market volatility and other trends of 1Q 2018, looks at how inflation affects equity and fixed income investors, and expectations for interest rate movements.
Where this ESG-focused manager sees opportunity
28/03/2018  Industrial, technology and consumer are favoured sectors over the medium-term for Calvert Research and Management, which also holds strong convictions about firearm manufacturers and related companies.
Environment, sustainability, governance now vital business considerations
27/03/2018  ESG principles are increasingly important to companies in heading off potential risks and differentiating themselves, says Calvert Research & Management's John Streur.
Introducing star ratings to Morningstar Australasia equity research
22/03/2018  What investors can expect from Morningstar's roll-out of its star rating methodology across Australian and New Zealand stocks, as explained by the regional director of equity research, Adam Fleck.
Emerging market rally has longer to run
22/03/2018  Emerging markets may have risen in value significantly over the past two years, but we're only just getting started, says Neptune's Ewan Thompson.
3 emerging market stocks for alternative income
21/03/2018  JP Morgan's Omar Negyal highlights three emerging market equities paying a attractive dividends.
Regulatory scrutiny real risk for Facebook
20/03/2018  The share price decline of the social media giant hasn't left it attractively priced.
US tariffs material but not world-ending
19/03/2018  --
Elevators, FMCG among 4 top stocks
14/03/2018  These global companies possess the right attributes for long-term investors, according to BMO Pyrford's CEO and chief investment officer, Tony Cousins.
What do Trump's trade tariffs mean for markets?
13/03/2018  US President Donald Trump has proposed trade tariffs on aluminium and steel. What do they mean for global stock markets?
Aussies tough on corporates but yields enviable
12/03/2018  How this fund manager identifies quality companies in emerging markets, and why it views Australia's investment climate more favourably than other markets.
Morningstar Fund Manager of the Year Award 2018
08/03/2018  Morningstar's Kunal Kotwal explains how we choose our Fund Manager of the Year.
Are ETFs to blame for market volatility?
07/03/2018  Morningstar associate director of manager research Alex Prineas explains some of the complexities facing ETF investors.
Fundamentals strong for Australian credit
01/03/2018  In this edition of How We Invest Your Money, Western Asset Management's Anthony Kirkham shares his outlook for Australian credit markets.
Opportunities and risks in global credit markets
27/02/2018  In this edition of How We Invest Your Money, John Beck of Franklin Templeton shares his thoughts on the outlook for global credit markets.
ASX child-care players to benefit from funding boost
26/02/2018  Morningstar senior equities analyst Gareth James discusses what investors need to know about the federal government's $3bn funding boost for the child-care sector.
FOMO dominant investor sentiment
16/02/2018  Investors are aggressively positioned, with fear-of-missing-out now the overwhelming sentiment , says Morningstar Investment Management's Daniel Needham.
3 top themes in Asian markets
14/02/2018  Diverse themes within financial services and renewables are among the top picks for 2018 from Nikko Asset Management's Eng-Teck Tan.
Accessing world's second-largest stock market
13/02/2018  Given China's ongoing economic growth and increasing representation in global indices, we ask Nikko AM's Eng-Teck Tan what this means for Australian investors.
Broadly positive results from Aussie financials
08/02/2018  An assessment of the latest financial results from Commonwealth Bank, NAB, AMP and Macquarie Bank from Morningstar's David Ellis.
3 companies tipped for growth
08/02/2018  These very distinct companies across gaming, healthcare and construction are among T. Rowe Price's top Australian equity picks.
End of bull run, 1H18 earnings expectations
08/02/2018  What bond investors can expect as bull market ends amid US monetary tightening; and what 1H18 company earnings hold for equity investors, from Shane Oliver, chief economist, AMP Capital.
How to keep cool when the market is not
06/02/2018  Steve Wendel, Morningstar's head of behavioral sciences, offers some tips for staying rational amid market volatility.
Commodities strength augurs well for Aussie shares
06/02/2018  Synchronised global growth and strong commodities form a positive backdrop for Australian equities in 2018, says Randal Jenneke of T. Rowe Price.
What should you do about the market slump?
05/02/2018  The US stock market had its worst day in two years on Friday, triggering Asian and European markets to sell off too--what should investors do?
Cutting through noise on rising oil price
01/02/2018  How the Brent crude price rise to almost $70 a barrel affects Morningstar's outlook for the likes of Woodside and Santos, and have investors left it too late.
Will India live up to Modi's hype?
31/01/2018  The International Monetary Fund has predicted India will drive global growth in 2018, and Prime Minister Modi has made bold promises. What does it mean for investors?
3 macro themes for 2018
31/01/2018  US corporate tax cuts and slow-burning European economic growth feed BlackRock iShares' bullishness on this third market--and equities in general, explains Alex Zaika.
5 steps to decide if ETFs are for you
29/01/2018  Alex Zaika explains what goes into building an exchange-traded fund, and some of the different variables investors need to consider.
Some retailers less Amazon-exposed than others
24/01/2018  Jeff Bezos’ behemoth will continue to dominate retail news in 2018, but the short-term impact on these retailers will be muted, says Morningstar’s Johannes Faul.
2 top stocks liked by IML
23/01/2018  Investors Mutual senior equities analyst and portfolio manager, Daniel Moore, names some of his team’s favoured healthcare stocks.
Identifying under-appreciated companies an inexact science
18/01/2018  How this fund manager measures the value and quality of its underlying assets--and it isn't all about PE ratios, says Daniel Moore, portfolio manager, Investors Mutual.
Ask The Expert: The what, how and when of multi-asset
18/01/2018  Multi-asset strategies may make more sense than ever amid ongoing volatility, and these are some of the preferred areas for Morningstar Investment Management's senior portfolio manager, Brad Bugg.
Interesting times for global credit markets
17/01/2018  Morningstar's director of equity and credit research, John Likos, explains Australian investor implications of higher global yields and shifting economic expectations in the US and Europe.
What this moat upgrade means for investors
16/01/2018  Morningstar's increased moat rating for this locally-based hearing aid manufacturer and distributor reflects its shifting strategy and potential for increased service revenue, says Morningstar's Chris Kallos.
Solid dividend, earnings outlook for this utility
11/01/2018  This New Zealand utility is a top pick in the sector, but as a dual-listed entity there are some things to be aware of, says Morningstar senior equity analyst, Adrian Atkins.
3 Sustainable Investing Trends for 2018
11/01/2018  Jon Hale says climate risk, asset manager engagement, and growing advisor interest will be key issues in the coming year.
Why we're bearish on aluminium prices
29/12/2017  We're forecasting a decrease in demand and think the impact of capacity cuts is being overstated.
Forecast 2018: The China opportunity, and sectors to watch
21/12/2017  These sectors and companies are tipped to perform in 2018, in part driven by the shifting relationship between Australia and China -- Part 2 of 2
Forecast 2018: A correction looms, volatility returns to global markets
21/12/2017  Global markets will likely flatten in 2018, and volatility will return, says Peter Warnes, Morningstar's head of equities research Australasia -- Part 1 of 2
Will mining shares survive a commodities slump?
20/12/2017  How have mining stocks performed in 2017? And how sensitive to underlying commodity prices are the shares?
Strong investor upside in Westfield acquisition
14/12/2017  This top-100 ASX company will be part of a retail empire worth more than $90 billion if the proposed acquisition by Unibail-Rodamco proceeds.
Inside the Tatts, Tabcorp merger
08/12/2017  With the merger of these two gaming companies close to completion, Morningstar equity analyst Daniel Ragonese looks at what this means for investors.
Fidelity: Inflation is biggest threat to returns in 2018
06/12/2017  Fidelity's UK-based head of equities Sonja Laud explains what has driven positive returns over the past 12 months and looks ahead to where investors can make gains in 2018.
What Domain's Fairfax split means for investors
05/12/2017  Looking under the hood of property listings business, Domain, following its separation from Fairfax, and how Morningstar views the newly ASX-listed entity.
Royal Commission no Big 4 game-changer
04/12/2017  Government's "bank-flip" decision to pursue a Royal Commission into Australia's financial sector won't affect banks' fundamental value or our positive outlook, says Morningstar's David Ellis.
The Amazon eagle has landed
23/11/2017  As the online retail behemoth touches down in Australia, Morningstar's Johannes Faul explains what it could mean for some of your best-loved stocks
Shifting laws not denting SMSF demand
01/11/2017  The advantages of a self-managed super funds continue to outweigh the negatives, even though frequent legislative changes add complexity, according to Natasha Fenech, CEO, SuperConcepts.
Hybrids market shows resilience
31/10/2017  The Australian hybrids market has performed strongly since the middle of last year, which is no coincidence given the improvement in the big banks' capital positions.
Bogle remains unimpressed with strategic beta
30/10/2017  The Vanguard founder says his long-time strategy of sticking to index funds is still the best bet.
Jack Bogle on what's next for active investing
30/10/2017  The Vanguard founder says net withdrawals have been offset by rising stock prices.
Bogle: Vanguard's size a worry
30/10/2017  Diminishing economies of scale and potential regulatory concerns limits how much bigger Vanguard should become, says founder Jack Bogle.
Bogle: Index funds the best hope for corporate governance
25/10/2017  Corporate governance should be based on long-term factors affecting the corporation, and traditional index funds are the only true, long-term investors, says Vanguard founder Jack Bogle.
Bogle: The good and the bad of ETF trading
25/10/2017  Any significant amount of trading will decrease your return relative to the market, says the Vanguard founder.
Bogle: ETF flows muddle valuation, risk picture
25/10/2017  Large swings in ETF flows make it hard to forecast valuations and are likely introducing new risks into the market, says Vanguard founder Jack Bogle.
Slowdown in China's GDP growth means shift for investors
24/10/2017  We expect further pressure on China's economic outlook as sources of productivity gains continue to dry up.
Bogle's 'reasonable expectations' for market returns
24/10/2017  The Vanguard founder sees 4 per cent returns for stocks and 3 per cent for bonds over the next decade. 
2 quality stock picks from Anton Tagliaferro
23/10/2017  Investors Mutual's Anton Tagliaferro looks at a couple of quality companies which he believes boast strong competitive advantages.
Superannuation not political football
19/10/2017  The politicisation of Australia's super system; greater uptake of income streams in retirement; and the policy alignment of aged care and retirement planning.
4 things to consider before selecting a LIC
19/10/2017  Listed Investment Companies are undergoing a resurgence for investors, and Geoff Wilson, CEO, Wilson Asset Management outlines why and what you should look out for.
Learning from the investment masters
11/10/2017  Premiering on free-to-air television this weekend, The Investment Series features several leading figures from Australia's investment industry, including former Morningstar CEO Heather Brilliant.
Investing lessons from Hamish Douglass
10/10/2017  What individual investors can learn from Magellan's approach to stock selection, including considering first- and second-order beneficiaries of disruption and balancing risk against valuation.
Wild ride in FY17 and more to come - part 2
13/09/2017  Morningstar's Peter Warnes discusses how you may want to position your portfolio in FY18, as geopolitical storms continue to rage and safe-haven assets feel the effects.
Wild ride in FY17 and more to come - part 1
12/09/2017  Cost-out remained a dominant theme for large-cap Australian companies in FY17, and looking ahead to FY18, they should be clearer on cap-ex, says Peter Warnes, Morningstar’s head of equities research – Australasia.
Deeper demand driving these pooled investments
31/08/2017  Listed investment trusts are beginning to take off in Australia, but exactly what are they and how do they differ from listed investment companies and managed funds?
Upbeat Woolies result tempered by Big W
30/08/2017  Woolworths' category-topping FY17 result driven by surprisingly strong sales, even as sector faces tougher times ahead, explains Morningstar's Johannes Faul.
Coke Amatil 1H17 result leaves margin of safety
28/08/2017  A challenged earnings announcement from Coca-Cola's Australian-listed business was largely expected, but downside is already priced in and improvements are expected in FY18.
How slashed Telstra dividend affects our outlook
23/08/2017  Brian Han remains reasonably positive on the telco giant even after some disappointments in the FY17 earnings announcement.
Earnings season FY17 mixed bag so far
18/08/2017  Aside from a few high-profile earnings guidance misses, large-cap stocks are doing okay as FY17 reporting season passes halfway, says AMP chief economist Shane Oliver.
CBA's impressive FY17 result marred by AUSTRAC case
11/08/2017  A typically clean, solid and big $9.8 billion result from Commonwealth Bank of Australia was somewhat overshadowed by ongoing coverage of its alleged role in money laundering.
Rio Tinto posts mixed result for 1H17
10/08/2017  An interim result of US$3.9 billion in net profits after tax for one of the world's largest mining companies was positive but slightly weaker than expected, even alongside a record dividend, explains Morningstar's Mat Hodge.
Kerr Neilson on why global investment exposure is key
07/08/2017  There are two types of investors, regardless of market noise, imputation credits, diversification approaches and market indices, says the managing director of Platinum Asset Management.
Finding fixed income opportunities in new paradigm
02/08/2017  Slowing economic growth in the US and parts of Europe emphasises the need to carefully select credit opportunities, says Vincent Reinhart, chief economist, Standish Mellon Asset Management.
An interview with Westpac CEO, Brian Hartzer - Part 3
20/07/2017  Insights on Australia's housing market, China's effect on domestic banks, and cyber-security readiness, in the final instalment of Brian Hartzer's interview with Morningstar's David Ellis.
Telstra won’t be blown away by headwinds
17/07/2017  While it faces what Morningstar equity analyst Brian Han describes as a whirlwind of negatives, he suggests investors shouldn’t hang up on Telstra.
An interview with Westpac CEO, Brian Hartzer - Part 2
13/07/2017  Westpac CEO Brian Hartzer joins Morningstar banking analyst David Ellis to discuss digital disruption, regulatory change and Australian banks' social license.
The home-truths of investing
12/07/2017  Look for companies that sit outside the cycle; heed the lessons of history; and remember the power of compounding, says Bennelong's Neale Goldston-Morris.
An interview with Westpac CEO, Brian Hartzer - Part 1
06/07/2017  Brian Hartzer, CEO, Westpac joins Morningstar senior analyst David Ellis to discuss his role leading Australia's oldest bank, how Westpac can continue to grow value, and its commitment to sustainability.
Self-managed super is not Do-it-yourself
03/07/2017  There are a few common pitfalls in running a self-managed super fund that mean trustees shouldn't go it alone entirely, says BT Financial Group's head of financial literacy, Bryan Ashenden.
Investing to protect on the downside
30/06/2017  There are investment strategies you can adopt to mitigate volatility-linked fear and uncertainty in markets, explains Roy Maslen, chief investment officer – Australian equities, AllianceBernstein.
Don’t overdo benchmark consideration
28/06/2017  Being benchmark agnostic is the most effective approach to fixed income investing, according to Anujeet Sareen, portfolio manager, Brandywine Global.
Factor-based investing using ETFs
26/06/2017  Investors should consider style-exposures--such as value, defensive or yield-- they would like in their portfolios, explains Jonathan Shead, head of portfolio strategists – Asia Pacific, State Street Global Advisors.
Volatility plays to active manager strengths
22/06/2017  The climate of political volatility in the US holds important implications for investors and the funds they invest in, particularly around Donald Trump's ability to pass legislation through Congress, says PIMCO's Libby Cantrill.
PIMCO Income Fund
07/06/2017  Morningstar's Tim Wong looks at the strengths and competitive advantages of this Silver-rated strategy.
PIMCO Global Credit Fund
07/06/2017  The PIMCO Global Credit strategy receives a Morningstar Analyst Rating of Silver due to its sizeable and highly capable credit research team.
Trump administration biggest macro threat for investors
05/06/2017  Even as European political volatility subsides, the US Government remains a considerable threat to financial markets, says Colleen Barbeau, director of equity portfolio management, Franklin Templeton.
Investors Mutual WS Future Leaders Fund
01/06/2017  Investors Mutual Future Leaders is a capable strategy focused on investing in Australian companies outside the top 50.
Antipodes Global Fund: Class P
01/06/2017  Antipodes constructs this portfolio based on three major objectives--capital preservation, inclusion of attractively priced businesses, and investment resilience.
Why PIMCO Australian Bond is a Gold-rated strategy
10/05/2017  Tim Wong explains why PIMCO Australian Bond is Morningstar's most highly rated fixed-interest strategy in this market.
Budget 2017: bank levy a potential 4pc hit to big 5 profits
10/05/2017  If unable to pass on costs associated with the new levy proposed in the Budget, bank profits and dividends could dive 4 to 5 per cent, in a significant hit to shareholders and customers.
2 leisure stocks weather Cyclone Debbie, Dreamworld fallout
02/05/2017  These two companies with large theme park operations have faced significant challenges in recent times. Morningstar senior equity analyst Brian Han explains how they've fared.
Schroders stays hot on commodities, cooler on tech and defensives
01/05/2017  Long-term investors in Australian shares will continue to find value, but the time for risk-taking on more speculative plays has passed, says Martin Conlon, Schroders’ head of Australian equities.
What lies ahead for mining and materials
10/04/2017  Iron ore, coal, lithium, and uranium: some end-markets will rise and others will fall behind, says Morningstar commodities and resources analyst David Wang.