Morningstar Australia - Empowering Investor Success

personal-finance
Unconventional wisdom: Profiting from impatience
As passive investing surges and trading becomes faster and more reactive, fewer investors are focused on fundamentals which creates a bigger opportunity for those that are.
Unconventional wisdom: Profiting from impatience
Unconventional wisdom: Profiting from impatience
stocks
ASX real estate share receives sharp downgrade

ASX real estate share receives sharp downgrade

The ASX property developer recieves sharp downgrade as asset sales disapoint.
personal-finance
Investing after the Budget

Investing after the Budget

Mark and Shani run through five ways to structure yourself after the tax changes.
stocks
OpenAI is going public as the worst value among its peers

OpenAI is going public as the worst value among its peers

Investors are paying a steep price relative to the underlying business quality, PitchBook research says.
personal-finance
How to use your tax refund to build wealth

How to use your tax refund to build wealth

Taking advantage of small amounts can go a long way.
personal-finance
The risk-wealth paradox: Why more money means you should take less risk

The risk-wealth paradox: Why more money means you should take less risk

Questioning the common believe that as your wealth increases, your capacity to take risk increases as well.
stocks
Chart of the Week: We see opportunity in this beaten down industrial player

Chart of the Week: We see opportunity in this beaten down industrial player

The market sees risks and are discounting the shares excessively.

Market valuation

  • Undervalued
  • Overvalued

Market movers

Name
Last price
% Change
PLS Group Ltd PLS5.913.75%
AMP Ltd AMP1.522.70%
Liontown Ltd LTR2.146.14%
Telstra Group Ltd TLS4.970.00%
Nufarm Ltd NUF2.822.42%
Ramelius Resources Ltd RMS3.053.17%
Resolute Mining Ltd RSG1.145.02%
Zip Co Ltd ZIP2.381.71%
Vicinity Centres VCX2.430.41%
Scentre Group SCG3.660.27%

Compare Market Indices

Markets

Index
Last price
% Change
All Ordinaries8,855.90-0.89%
CAC 408,218.24-0.32%
DAX 4024,773.72-0.69%
Dow JONES (US)51,320.70-0.47%
FTSE 10010,368.050.07%
HKSE24,961.95-1.15%
NASDAQ26,181.14-2.42%
Nikkei 22566,588.12-1.31%
NZX 50 Index13,161.970.46%
S&P 5007,480.35-1.37%
S&P/ASX 2008,625.10-0.92%
SSE Composite Index4,027.74-0.74%
personal-finance
Future Focus: Australians are wealthy - why don’t we feel it?

Future Focus: Australians are wealthy - why don’t we feel it?

High net worth doesn’t always translate into financial flexibility.
retirement
Future Focus: Why your super isn’t going to be enough

Future Focus: Why your super isn’t going to be enough

The game has changed. Focus on finding a number that takes your circumstances into account.
personal-finance
Future Focus: One of the most generous tax breaks in Australia 

Future Focus: One of the most generous tax breaks in Australia 

But only if people owning a home get it right.
personal-finance
Unconventional wisdom: Five ways to invest smarter under the new tax regime

Unconventional wisdom: Five ways to invest smarter under the new tax regime

Higher taxes on capital gains have shifted the relative attractiveness of investments, structures and strategies.
retirement
Unconventional wisdom: Could you increase your retirement spending by 66%?

Unconventional wisdom: Could you increase your retirement spending by 66%?

A major retirement study suggests many retirees could safely spend far more than they do - but fear and uncertainty keep wallets closed.
personal-finance
Unconventional wisdom: Investing remains a craft - even in the age of AI

Unconventional wisdom: Investing remains a craft - even in the age of AI

What a $19 million lunch with Warren Buffett reveals about judgement, process, and machines.
personal-finance
Young & Invested: The federal budget’s hidden trade-offs

Young & Invested: The federal budget’s hidden trade-offs

My take on a budget sold as intergenerational reform, but built on contradictions.
etfs
Young & Invested: Is your ETF really worth the price you’re paying?

Young & Invested: Is your ETF really worth the price you’re paying?

We’ve devised a new metric to reveal whether your ETF is competitively priced.
etfs
Young & Invested: Can this ETF solve the ASX’s concentration problem?

Young & Invested: Can this ETF solve the ASX’s concentration problem?

When half your ETF goes into ten companies, it pays to look for alternatives.