Investing Compass

Lithium is a hotly followed investing theme, with many investors confident of a promising future. We take a deep dive into Lithium and its outlook. 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:  W...

In a listener requested episode, we speak about whether small caps have a place in your 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 our episodes are available  via our website. Audio Producer and mixer:  William Ton. Hosted on Acast. See acast.com/privac...

The Silicon Valley Bank collapse has many investors nervous. In this episode, we look past the market noise to talk about the lessons investors can take from this situation. 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 P...

We’re joined by Nathan Zaia, Senior Equity Analyst who covers the Australian banking sector. He shares his thoughts on the current turmoil, how interest rates impact bank valuations and his outlook for the sector. 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...

We explore the theory that you get enough international exposure with multinationals, and whether domestic equities provide enough diversification for investors. 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...

In this episode, we explore how investors should think about their portfolio performance. 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 mor...

We explore Vanguard's new super offering and compare it to AustralianSuper in an interview with Morningstar's Annika Bradley. You can read Annika's article here . 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 mixe...

We explore currency and how it impacts investments, and currency as an investment itself. 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 informati...

REITs have been laggard in 2022. We explore this asset class to determine if it is an opportunity. 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...

We answer a listener question on asset allocation in Superannuation. 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.

We explore income investing and interview Jody Fitzgerald, our Head of Institutional Portfolio Management and Solutions.at Morningstar 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 Ac...

We look at the state of the market entering 2023. 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.

We simplify constructing a portfolio and show how to build one with three trades. 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.

Get the foundations right for your 2023 resolutions - we explore the different types of budgets. 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 in...

In a listener requested episode, we discuss the property market. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here: https://www.speakpipe.com/Investing_Compass   Additional resources from our episodes are available via our website:  https://www.morningstar.com.au/learn/article/podcast-investing-compass/...

We take a look at the financial services sector - how it behaves, how you can get exposure and the main players. 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/pri...

Math anxiety impacts around 50% of the population. Join us as we help ease this anxiety, and work through how math fits into successful investing.   To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here: https://www.speakpipe.com/Investing_Compass   Additional resources from our episodes are available via o...

We've been told to curb our spending - here's a few gifts for investors that won't break the bank. 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...

Think you know what it takes to be a passive investor? In this episode, we explore what a truly passive portfolio would look like, built with ETFs.  To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here: https://www.speakpipe.com/Investing_Compass Additional resources from our episodes are available via our webs...

We take a look at the energy sector - how it behaves, how you can get exposure and the main players. 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 mor...

We all know the pros of ETFs - ease of access, trade intraday and in some cases, brokerage is free. So - we put up the case against ETFs. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here: https://www.speakpipe.com/Investing_Compass   Additional resources from our episodes are available via our website:&nbsp...

In this episode, we explore what happened with FTX, and the lessons investors should take and apply to their own portfolios. 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 a...

Mark speaks about his approach to generating passive income.   To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here: https://www.speakpipe.com/Investing_Compass   Additional resources from our episodes are available via our website:  https://www.morningstar.com.au/learn/article/podcast-investing-compa...

In an Investing Compass special, we play the Warren Buffett drinking game as we take a deep dive into the listener requested Berkshire Hathaway. 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. Ho...

In a listener requested episode, we explore quality ETFs - MOAT and QUAL. 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.