Morningstar Australia - Empowering Investor Success

personal-finance
Unconventional wisdom: Are Industry Super Funds following the wrong strategy?
Industry Super Funds all use a similar investment strategy based on the ‘Yale model’. There are signs it might not work as well in the future. 
Unconventional wisdom: Are Industry Super Funds following the wrong strategy?
Unconventional wisdom: Are Industry Super Funds following the wrong strategy?
personal-finance
This week’s best investing insights

This week’s best investing insights

Stay up to date with our best investment opportunities and insights on investing.
retirement
UniSuper’s boss flags a potential correction ahead

UniSuper’s boss flags a potential correction ahead

The CIO of Australia’s fourth largest super fund by assets, John Pearce, suggests the odds favour a flat year for markets, with the possibility of a correction of 10% or more.
stocks
Two of our better ASX income picks right now

Two of our better ASX income picks right now

Those seeking income might find the high forecast yields in these two undervalued companies attractive.
stocks
Undervalued ASX tech play

Undervalued ASX tech play

Investors are fixated on delayed product rollouts but long-term growth prospects are strong.
personal-finance
Why systemic risks from Big Super might be overplayed

Why systemic risks from Big Super might be overplayed

What are the implications of ‘Big Super’ for our economy, financial markets and population? New research looks at the beneficial, detrimental and debatable aspects, spanning current impacts and potential future developments.
stocks
Chart of the week: The top trades from SMSFs in 2024

Chart of the week: The top trades from SMSFs in 2024

The Chart of the Week looks at what stocks SMSFs bought and sold last year.

Market valuation

  • Undervalued
  • Overvalued

Market movers

Compare Market Indices

Markets

Index
Last price
% Change
All Ordinaries8,403.90-1.20%
CAC 408,111.630.11%
DAX 4022,551.430.00%
Dow JONES (US)43,840.911.39%
FTSE 1008,809.740.61%
HKSE22,941.32-3.28%
NASDAQ18,847.281.63%
Nikkei 22537,155.50-2.88%
NZX 50 Index12,601.420.48%
S&P 5005,954.501.59%
S&P/ASX 2008,172.40-1.16%
SSE Composite Index3,320.90-1.98%
personal-finance
Future Focus: What are you giving up by sending your kids to private school?

Future Focus: What are you giving up by sending your kids to private school?

A listener requested exploration of optimising saving for education costs, and the opportunity costs of higher education expenses.
personal-finance
Future Focus: Buying a home out of reach? Try these financial goals instead.

Future Focus: Buying a home out of reach? Try these financial goals instead.

A framework to understand what you want from life and therefore your finances.
personal-finance
Future Focus: A better way to use financial advisers' favourite investment strategy

Future Focus: A better way to use financial advisers' favourite investment strategy

An exploration of strategic and tactical allocation, and an alternative way to use Core/Satellite.
retirement
Unconventional wisdom: Add certainty to your retirement

Unconventional wisdom: Add certainty to your retirement

What a trip to Monte Carlo can teach you about having a more secure retirement. 
personal-finance
Unconventional wisdom: Are passive ETFs leading to lower returns?

Unconventional wisdom: Are passive ETFs leading to lower returns?

Does a study showing investors that own passive products get lower returns mean John Bogle was wrong?
stocks
Unconventional wisdom: A controversial income pick

Unconventional wisdom: A controversial income pick

Rigid definitions of income and growth shares may be holding investors back.
personal-finance
Bookworm: How a huge ASX winner upset the odds

Bookworm: How a huge ASX winner upset the odds

Hamilton Helmer's 7 Powers help us understand an ASX star's unlikely rise to dominance.
personal-finance
Bookworm: Should this method have scored me a 30 bagger?

Bookworm: Should this method have scored me a 30 bagger?

Richard Koch's Star Principle offers a simple way to find high potential companies.
personal-finance
Bookworm: Legendary fundie exposes mistake in my portfolio

Bookworm: Legendary fundie exposes mistake in my portfolio

Anthony Bolton delivered incredible long-term returns for investors in the Fidelity Special Situations Fund. What can we learn from his approach?