Morningstar Australia - Empowering Investor Success

stocks
Attractive ASX opportunity with high yield
This REIT is undervalued after selloff despite interest-rate and vacancy headwinds.
Attractive ASX opportunity with high yield
Attractive ASX opportunity with high yield
retirement
Are mega super funds’ returns set to fall?

Are mega super funds’ returns set to fall?

While the performance of the largest super funds has been admirable, they’ve become so big that it will make it difficult for them to outperform their benchmarks in future. It will be important for you to pick your fund wisely.
personal-finance
What we learned: Our team's top investing lessons from 2024

What we learned: Our team's top investing lessons from 2024

Investing is a lifelong journey of learning. Here are the gems our team took from 2024.
personal-finance
5 reasons stocks keep hitting record highs

5 reasons stocks keep hitting record highs

Investors can thank big tech and a resilient economy.
retirement
Is the Retirement Income Covenant really the right answer?

Is the Retirement Income Covenant really the right answer?

The world and Australia’s retirement landscape have changed a lot since 2020. If the RIC is to achieve its goals, a wider spread of responsibility and a rethink across all five pillars of retirement planning are needed.
personal-finance
Why are there no ASX dividend aristocrats?

Why are there no ASX dividend aristocrats?

The implications of investing in a market when no Australian companies meet the definition of a dividend aristocrat.

Market valuation

  • Undervalued
  • Overvalued

Market movers

Compare Market Indices

Markets

Index
Last price
% Change
All Ordinaries8,586.90-0.27%
CAC 407,428.130.06%
DAX 4020,414.310.07%
Dow JONES (US)44,075.20-0.17%
FTSE 1008,308.410.08%
HKSE20,397.051.20%
NASDAQ19,983.11-0.26%
Nikkei 22539,849.141.21%
NZX 50 Index12,692.72-0.54%
S&P 5006,072.74-0.19%
S&P/ASX 2008,330.30-0.28%
SSE Composite Index3,461.500.85%
stocks
11 ASX dividend stocks for the next decade

11 ASX dividend stocks for the next decade

What are the best stocks to own that can pay regular dividends and beat indices on a total return basis in the long-term? Here is our list of 11 ASX-listed companies that could help investors achieve these goals.
stocks
16 ASX stocks to buy and hold forever

16 ASX stocks to buy and hold forever

In his recent shareholder letter, Warren Buffett mentions several stocks he expects Berkshire Hathaway will own indefinitely, including Occidental Petroleum. We look at ASX stocks that investors could buy and hold forever.
etfs
Morningstar’s verdict on the 3 most popular ETFs

Morningstar’s verdict on the 3 most popular ETFs

Our analysts’ takes on Australia’s largest ETFs. 
retirement
4 steps to calculate how much you need to retire

4 steps to calculate how much you need to retire

This step-by-step process can help you estimate the size of the portfolio needed to support your dream retirement.
retirement
The 4% rule explained

The 4% rule explained

The safe withdrawal rate is one of the most important components in retirement planning but many people don’t understand the basis of the rule. 
retirement
The three elements of a successful transition to retirement

The three elements of a successful transition to retirement

Transitioning to retirement can be a perilous time for investors. A plan helps and here is mine. 
personal-finance
Introducing our investing course: Foundations of financial independence

Introducing our investing course: Foundations of financial independence

An outline of the free course curriculum. 
personal-finance
Foundations of financial independence Module 1: How to invest successfully

Foundations of financial independence Module 1: How to invest successfully

Mark LaMonica, CFA runs through how to set up the frameworks for investing successfully, and how to think about risk. 
personal-finance
Foundations of financial independence Module 2: Ensuring you have set the right foundations prior to investing

Foundations of financial independence Module 2: Ensuring you have set the right foundations prior to investing

Shani Jayamanne outlines the foundations that you need to invest successfully for the long-term.