Research insights and practice management tools for advisers
At the end of the day, whether Growth, International, Blue-Chip, Defensive, Cyclical or Value, the aim of investing is to compound wealth over the long term.
Fundamentally, we think the same investing principles apply at both the small and large end of the market: own high quality, competitively advantaged companies, bought at reasonable prices.
Investors need to find a new home for their capital; as a starting point, we’ve compiled a list of potential alternatives.
While the overall dividend outlook is less than impressive, some pockets of the market still screen favourably.
With big share price swings on earnings ‘beats’ and ‘misses’, there is often undue focus on the noisy near-term.
Recents data suggests that Australia remains the lucky country.
Are you lost in the retirement consumption puzzle?
An aging population will drive policy decisions.
Benjamin Graham wrote that everyone should hold between 25% and 75% in equities, with the rest in bonds. The right level is the point where you sleep easy.
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.
Growing population and wealth will create both demand for greater and improved infrastructure capacity.
The CPI report finally puts a nail in the coffin for a March cut and places in jeopardy a cut in May.
Welcome to 2024. Like all other years it’s sure to be interesting, but perhaps even more so as we prepare for an over-hyped and rare soft landing.
Morningstar’s 2024 Outlook report names three swing factors that may result in a wider range of outcomes.
Unless there is a significant black swan event, investors should factor in interest rates and bond yields sitting around the long-term averages.
While the market digested the jobs report, Fed speakers suggested recent surge in bond yields, tightening credit conditions may mean central bank less likely to hike.
Figure out what something is worth, then invest with a margin of safety. Keep this front of mind.
Broadening one’s investment horizon and learning about the diverse companies listed overseas is an immensely stimulating exercise... and Morningstar’s Best Ideas are a good starting point.
And have a competition with Mr. Market.
Developed economies are still fighting a battle against inflation, particularly in the services sector.
A new analyst report from Morningstar highlights three ETFs for investors hunting for tech exposure but cautions against "jumping on the bandwagon" too quickly.
While the trend is certainly encouraging, the core reading is still too high and remains well above the Fed’s desired level.
We outline what we believe investors should look for in a fund manager and examine the differing funds management models in Australia.
Morningstar's Jon Mills on the outlook for gold, and why the world's largest gold miner wants to buy ASX-listed Newcrest.
The key takeaways from the Big Four Bank results, and why dividends could see some growth in the second half - even if earnings are weaker.
Borrowing short, lending long" and having capricious depositors sank SVB, but there are parallels in equity markets investors can take advantage of.
We take a look at the liquidity profile of five large superannuation funds.
The budget includes cost-of-living support for retirees yet indicates the Government won't change the way it calculates the new super tax.
Given the retreat in goods inflation, getting wages growth under control is now critical in getting inflation back within the longer-term target range.
The issue is likely to be aired more often as Baby Boomers in Australia get older, die richer and leave behind larger bequests.
Losing the confidence of your funders, whether retail or institutional, has fast and far-reaching implications.
These dividend and consumer defensive-focused ETFs can help investors weather an economic downturn.
The failure of Silicon Valley Bank is a timely wake up call; the causes are several, though with some more important than others.
Vanguard's recently launched superannuation offering allows it to go head-to-head with the large superannuation funds, but will it really be able to compete?
The Netflix series serves as an opportunity to reflect on the immense responsibility placed on the Australian superannuation industry to protect investors.
If a meaningful downturn happens and investors can be both picky on quality and price, now is the time to do the work.
Bulls and bears look for indicators to justify their hypotheses, that the good times will continue, or the bad times have further to run.
Market underestimating earnings resilience coming via growth projects and earnings stability from domestic gas.
Morningstar's latest quarterly market outlook test times ahead including on the economic front, but we have uncovered opportunities for investors.
Volatility is in full swing and it will be some time before any semblance of certainty prevails.
Morningstar manager research delves into the intricacies of Vanguard and AustralianSuper.
Value appearing in technology and healthcare as markets ditch the once-favoured sectors.
The 50-basis point increase in the official cash rate shows the hawks are finally ruling the roost at the RBA.