Investing Compass

There has been a lot of investor excitement around Japan. It is the tip of a decades-long story. Join us in-person or digitally on 11-12 October at the Morningstar Investment Conference for Individual Investors.  Click here  to register today. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast  here. Add...

We break down each of the components of a total return to understand what you get at the end of your investment. Join us in-person or digitally on 11-12 October at the Morningstar Investment Conference for Individual Investors. Click here to register today. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast  here....

We discuss global debt and why investors should pay attention Join us in-person or digitally on 11-12 October at the Morningstar Investment Conference for Individual Investors.  Click here  to register today. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast  here. Additional resources from our episodes...

Everyone’s definition of financial independence is different. We explore how to achieve the foundations of financial independence in three steps. Join us in-person or digitally on 11-12 October at the Morningstar Investment Conference for Individual Investors. Click here to register today. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to f...

Our market outlook looks at the current state of the market and themes investors should be aware of. Join us in-person or digitally on 11-12 October at the Morningstar Investment Conference for Individual Investors. Click here to register today. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast  here. Additional...

We take a deep dive into the international stock you are most likely to own - Apple. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast  here. Additional resources from our episodes are available  via our website. Audio Producer and mixer:  William Ton. Hosted on Acast. See acast.com/privacy for more inf...

It's our 150th episode! We go through the best lessons from the last 150 episodes. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast  here. Additional resources from our episodes are available  via our website. Audio Producer and mixer:  William Ton. Hosted on Acast. See acast.com/privacy for more infor...

Marta Norton, CFA is Morningstar Investment Managements CIO, Americas. She shares her journey and the lessons that she takes from her professional investing career to her personal. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast  here. Additional resources from our episodes are available  via our website....

Mark speaks about how he has structured his portfolio for income. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast  here. Additional resources from our episodes are available  via our website. Audio Producer and mixer:  William Ton. Hosted on Acast. See acast.com/privacy for more information.

In a listener Q&A episode, we explore whether your exposure in your super should impact your assets outside of super.  To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast  here. Additional resources from our episodes are available  via our website. Audio Producer and mixer:  William Ton. Hosted o...

In this episode, we explore annuities. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast  here. Additional resources from our episodes are available  via our website. Audio Producer and mixer:  William Ton. Hosted on Acast. See acast.com/privacy for more information.

Brian Han, is a Director of Equity Research at Morningstar Australia, as well as a comedian. In this episode, we see if he can take on a third job as a psychic. We keep him accountable to predictions that he made about the 2023 environment back in 2022. Brian explores key themes with M&A, cybersecurity and cryptocurrency. To submit any questions or feedback, please email mark.lamonica1@morning...

In a listener requested episode, we do a share deep dive on Charter Hall Long WALE REIT (ASX: CLW). To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast  here. Additional resources from our episodes are available  via our website. Audio Producer and mixer:  William Ton. Hosted on Acast. See acast.com/priva...

In a listener requested episode, we look at when investors should rebalance. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast  here. Additional resources from our episodes are available  via our website. Audio Producer and mixer:  William Ton. Hosted on Acast. See acast.com/privacy for more information...

The age old question. This episode goes through the main considerations between paying down your mortgage and investing. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast  here. Additional resources from our episodes are available  via our website. Audio Producer and mixer:  William Ton. Hosted on Acast...

Thinking of purchasing an ETF listed in the US, the UK, or any country other than Australia? Listen to this episode first. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast  here. Additional resources from our episodes are available  via our website. Audio Producer and mixer:  William Ton. Hosted on Aca...

In this episode, we discuss the considerations for retirees in high inflation environments, and what they can do to combat it. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast  here. Additional resources from our episodes are available  via our website. Audio Producer and mixer:  William Ton. Hosted on...

ESG is often seen as a way to feel good about what you're investing in. We speak to Morningstar Director of Equity Research, ESG - Adam Fleck. He provides his a different perspective on how investors should consider ESG in their portfolio. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast  here. Additional resour...

We explore the competitive advantage and valuation of the insurance software provider.   To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast  here. Additional resources from our episodes are available  via our website. Audio Producer and mixer:  William Ton. Hosted on Acast. See acast.com/privacy for...

We explore how we find good ETF investments, what investors should look for, and our best pick for Income ETFs with our guest, Associate Director, Manager Research - Justin Walsh. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast  here. Additional resources from our episodes are available  via our website. A...

New research from Morningstar looks at where active managers fall down, and why they underperform. We go through these characteristics to help investors understand what to avoid when picking an active manager for their portfolio. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast  here. Additional resources from o...

This episode looks at the state of the market at the end of April 2023, and discusses whether investors should make any changes to their portfolio based on the current market. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast  here. Additional resources from our episodes are available  via our website. Audio...

The stage 3 tax cuts will give high income earners a meaningful increase in take home pay. Regardless of whether you fall into this bracket, any increase in cash flow offers investors the opportunity to thoughtfully assess the best way to improve their financial position and quality of life. We provide an overview of the tax cuts, considerations for investors and hear from three members of the Mor...

A key to asset allocation is understanding future expected returns for asset classes. We're joined by Matt Wacher, Chief Investment Officer, Asia Pacific of Morningstar Investment Management. He discusses the process of calculating future expected returns, where he expects there to be opportunities in the future, and how investors should use this information to make asset allocation decisions. To...

A larger number of investors are seeking simplicity in their portfolio. In this episode, we explore multi-asset funds and whether they can provide investors with a ready-made portfolio solution. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast  here. Additional resources from our episodes are available  via...