Gold, strategy and election promises: This week’s best investing insights
Stay up to date with our best investment opportunities and insights on investing.
Our top investing insights from this week. Want to stay informed about what is happening in the world of investing? Get Morningstar insights in your inbox.
Shani Jayamanne is a Director, Investment Specialist at Morningstar Australia.
Shani’s Future Focus column is published every Wednesday. Shani is on annual leave at the moment, so this week’s installment was a re-run of a previous edition.
In it, Shani addressed reader and listener questions about her use of managed funds in her investing strategy. She explained why she continues to use these products despite some drawbacks versus ETFs.
We also dove into the archives to bring you Shani’s insights on the tax implications of investing in overseas shares and ETFs.
Joseph Taylor is an Associate Investment Specialist, Morningstar Australia.
Many investors today have never experienced consecutive down years in Australian or US equity indices.
In his latest Bookworm column, Joseph explored Warren Buffett’s investment behaviour from 2000 to 2003, the last time that US equity indices experienced a prolonged slide. Did Warren buy the dip? Or do his actions during this time hold other lessons for investors? Find out by reading Joseph’s article here.
Gold related investments are all the rage at the moment, but could there be potential downside ahead? In the latest edition of Ask the analyst, Joseph quizzed our global mining analyst Jon Mills on his contrarian gold price forecast and what it could mean for investors.
If you have a question about any of the stocks or industries in our Australian coverage, please email it to joseph.taylor@morningstar.com. Select questions will be put to the analyst covering the stock and may be published in a future Ask the analyst article.
Joseph also highlighted three high quality global shares that have fallen in price and now trade at material discounts to our analysts’ estimates of Fair Value. See the companies and our analysts’ thoughts here.
Simonelle Mody is an Associate Investment Specialist, Morningstar Australia.
Sim’s Young & Invested column is published every Thursday. With the federal election firmly in view, this week Sim explored the policies put forward by the major parties to tackle the housing crisis.
In particular she explores the superannuation for housing initiative and examines the pros and cons for those considering this option. Read Sim’s thoughts on super for housing here.
Sim continued to pick up Shani’s Chart of the week feature. This time she shared a chart from our analyst Johannes Faul’s report on how tariffs could affect Aussie retailers. See it here.
Mark LaMonica, CFA is Director of Personal Finance, Morningstar Australia.
Mark’s column Unconventional wisdom is published every Monday. In this week’s edition, Mark highlighted the risks of cherry-picking different investing maxims to patch together an investing approach.
Mark also explored two of the most influential theories on investing today and the inherent contradictions he sees in them. He also shared three lessons that he thinks investors should focus on instead.
More highlights from Morningstar this week
Matt Wacher, Morningstar’s Chief Investment Officer for Asia-Pacific, wrote about why overreacting can be so dangerous for investors.
Jon Mills gives his opinion on whether BHP shares are cheap after their recent weakness.
James Gruber highlighted four potential ways to take advantage of turbulent stock markets.
Esther Holloway gave an update on our outlook for lithium prices and why she thinks this ASX miner can ride out the storm.
This week on Investing Compass
Mark and Shani compared the pros and cons of Australia’s retirement system versus that in the United States.
Listen on:
