Morningstar Australia - Empowering Investor Success
personal-finance
Unconventional wisdom: Is AI mania testing your discipline?
As a handful of tech shares dominate returns even patient investors can start to have doubts.
etfs
ETF Spotlight: Looking for effective exposure to Australia’s listed property sector
With property under pressure and yields shifting, I take a look at the best way to access the A-REIT sector.
personal-finance
Young & Invested: The federal budget’s hidden trade-offs
My take on a budget sold as intergenerational reform, but built on contradictions.
stocks
ASX dividend champions: Stocks, ETFs and LICs
Mark and Shani run through lessons for ASX stocks, ETFs and LICs that have delivered over the past decade.
personal-finance
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
Future Focus: How to pick a super investment option
How do you pick an investment option to achieve your retirement goals?
personal-finance
Three strategies for investing amid AI whiplash
AI fears have shifted from bubble talk to disruption anxiety, driving investors toward asset-heavy, ‘AI-resistant’ businesses while punishing many software and service firms. This environment may be ripe for stock pickers.
Market valuation
- Undervalued
- Overvalued
Market movers
Name | Last price | % Change |
|---|---|---|
| Telstra Group Ltd TLS | 5.38 | 1.47% |
| Liontown Ltd LTR | 2.32 | 3.11% |
| Mirvac Group MGR | 1.69 | 1.17% |
| PLS Group Ltd PLS | 6.34 | 2.92% |
| Santos Ltd STO | 8.24 | 1.35% |
| South32 Ltd S32 | 4.35 | 5.07% |
| Sigma Healthcare Ltd SIG | 2.88 | 0.70% |
| BHP Group Ltd BHP | 59.75 | 1.10% |
| Zip Co Ltd ZIP | 2.20 | 2.65% |
| Medibank Pvt Ltd MPL | 4.81 | 0.82% |
Compare Market Indices
Markets
Index | Last price | % Change |
|---|---|---|
| All Ordinaries | 8,877.20 | -0.17% |
| CAC 40 | 8,115.75 | 0.37% |
| DAX 40 | 24,888.56 | 1.15% |
| Dow JONES (US) | 50,579.70 | 0.58% |
| FTSE 100 | 10,466.26 | 0.22% |
| HKSE | 25,606.03 | 0.86% |
| NASDAQ | 26,343.97 | 0.19% |
| Nikkei 225 | 63,339.07 | 2.68% |
| NZX 50 Index | 12,991.31 | 0.88% |
| S&P 500 | 7,473.47 | 0.37% |
| S&P/ASX 200 | 8,657.00 | -0.17% |
| SSE Composite Index | 4,112.90 | 0.87% |
Specialists
Shani Jayamanne
Simonelle Mody
Tyger Fitzpatrick
James Gruber
personal-finance
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
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
But only if people owning a home get it right.
personal-finance
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%?
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
What a $19 million lunch with Warren Buffett reveals about judgement, process, and machines.
etfs
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.
personal-finance
Young & Invested: Why stock picking is harder than ever
Many investors still bet on being the exception in this winner-takes-all market.
etfs
Young & Invested: Do you need both IVV and NDQ in your portfolio?
A closer look at the illusion of choice in a concentrated market.