May's best reads from Morningstar
Take a look through what resonated with investors in May.
The Federal Budget consumed many investors’ head space, with changes to taxation changing the relative attractiveness of certain assets. Here’s what resonated with investors.
Higher taxes on capital gains have shifted the relative attractiveness of investments, structures and strategies.
The game has changed. Focus on finding a number that takes your circumstances into account.
A major retirement study suggests many retirees could safely spend far more than they do - but fear and uncertainty keep wallets closed.
This offering receives the top rating from our analysts.
My take on a budget sold as intergenerational reform, but built on contradictions.
Most popular Investing Compass episode of May
In the most popular Investing Compass episode of May, Mark and Shani run through Bob Haugen’s research that explores whether lower-volatility stocks outperform higher-volatility stocks over time.
You can listen, watch or read the transcript to the episode here.
Editor’s pick: Australians are wealth, why don’t we feel it?
Household net worth has risen steadily over decades, underpinned by a long property boom, compulsory superannuation and relatively stable economic conditions. Many Australians are sitting on substantial balance sheets. More of us are millionaires than ever before.
So why don’t we feel wealthy? More of us are also under financial stress. We have money, but we don’t feel like we have enough. In this article, Shani explores why most Australians don’t feel wealthy, and what you can do to move towards feeling secure.
Invest Your Way
A message from Mark and Shani
For the past five years, we’ve released a weekly podcast and written on morningstar.com.au to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.
We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey – Invest Your Way. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications.
You can find links to purchase the book below.
