Morningstar Australia - Empowering Investor Success
personal-finance
Young & Invested: The federal budget’s hidden trade-offs
My take on a budget sold as intergenerational reform, but built on contradictions.
retirement
Future Focus: How to pick a super investment option
How do you pick an investment option to achieve your retirement goals?
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.
markets
US stock market outlook: It’s time to reallocate from growth to value
The growth category, specifically technology and AI stocks, is no longer providing an excess margin of safety.
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.
markets
Market Minute: Markets are rising, but risks are building
Equity markets have seen strong gains, but investors are receiving mixed messages.
Market valuation
- Undervalued
- Overvalued
Market movers
Name | Last price | % Change |
|---|---|---|
| Telstra Group Ltd TLS | 5.49 | 1.08% |
| GQG Partners Inc GQG | 1.60 | 2.24% |
| PLS Group Ltd PLS | 6.03 | 1.86% |
| Liontown Ltd LTR | 2.16 | 3.14% |
| Cleanaway Waste Management Ltd CWY | 2.18 | 0.00% |
| Scentre Group SCG | 3.64 | 0.00% |
| Judo Capital Holdings Ltd JDO | 1.32 | 2.95% |
| Beach Energy Ltd BPT | 1.16 | 1.31% |
| Droneshield Ltd DRO | 2.83 | 3.74% |
| Polynovo Ltd PNV | 1.05 | 1.42% |
Compare Market Indices
Markets
Index | Last price | % Change |
|---|---|---|
| All Ordinaries | 8,717.00 | -0.94% |
| CAC 40 | 8,117.42 | 1.70% |
| DAX 40 | 24,737.24 | 1.38% |
| Dow JONES (US) | 50,009.35 | 1.31% |
| FTSE 100 | 10,432.34 | 0.99% |
| HKSE | 25,651.12 | -0.57% |
| NASDAQ | 26,270.36 | 1.54% |
| Nikkei 225 | 59,804.41 | -1.23% |
| NZX 50 Index | 12,761.03 | -1.64% |
| S&P 500 | 7,432.97 | 1.08% |
| S&P/ASX 200 | 8,496.60 | -0.89% |
| SSE Composite Index | 4,162.18 | -0.18% |
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.