Morningstar Australia - Empowering Investor Success

personal-finance
Future Focus: How to invest on a modest salary
There are ways you can invest, even if you only have a small surplus.
Future Focus: How to invest on a modest salary
Future Focus: How to invest on a modest salary
stocks
US tariffs to weigh on overvalued ASX share

US tariffs to weigh on overvalued ASX share

A concerning combination of Chinese manufacturing and US sales.
stocks
This household ASX name just got a moat upgrade

This household ASX name just got a moat upgrade

Woolies faces intense competition from Coles but has strong advantages in its favour.
stocks
First impressions: US tariffs on Australian equities

First impressions: US tariffs on Australian equities

Direct impact modest but global growth and inflation are wildcards.
personal-finance
What to do about the tariff tantrum

What to do about the tariff tantrum

Morningstar’s Mark LaMonica shares his thoughts and provides Morningstar resources to help investors navigate the current conditions.
personal-finance
Unconventional wisdom: A dangerous time for investors and it isn’t just Trump

Unconventional wisdom: A dangerous time for investors and it isn’t just Trump

Are you feeling anxious? Me too.
personal-finance
What is the VIX and why do investors care about it?

What is the VIX and why do investors care about it?

We are inundated with useless data. The VIX is a poster child.

Market valuation

  • Undervalued
  • Overvalued

Market movers

Compare Market Indices

Markets

Index
Last price
% Change
All Ordinaries7,594.70-1.42%
CAC 407,100.422.50%
DAX 4020,280.262.48%
Dow JONES (US)37,645.59-7.15%
FTSE 1007,910.53-1.79%
HKSE20,127.68-11.91%
NASDAQ15,267.91-7.75%
Nikkei 22532,018.10-3.01%
NZX 50 Index11,828.20-0.53%
S&P 5004,982.77-1.57%
S&P/ASX 2007,408.40-1.35%
SSE Composite Index3,145.550.00%
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?