Investing Compass

We look at high conviction holdings in ETFs, and what our equity analysts think of them. 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 informatio...

Morningstar's Investment Conference for Individual Investors was held on the 13th of October. Investment professionals and economists shared their insights and how to navigate the current environment. We discuss a few of the lessons we learned. Our friends at Sharesight wrote a great article about their favourite insights from the conference. You can find them here. To watch the episodes on demand...

We look at the measures that indicated historical market bottoms, and how the market compares now. 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...

In the past year, we've seen a lot of finfluencers changing tact after ASIC cracked down on general advice offered by those that are unqualified. Many have turned to explaining their personal circumstances in an effort to educate. This episode explores why long-term investors are better off focusing on themselves, and not coveting the circumstances of others. Join us virtually or in person at our...

Inflation can make it challenging for companies to maintain margins in the face of changing customer behaviour and higher input costs. Learn how to identify companies that can overcome these challenges. Join us virtually or in person at our conference. Purchase tickets at over 80% off with the code SUPERBIRD22 here: https://web.cvent.com/event/4fb4cee4-a9ff-4ff3-b03b-40bb50de562a/regPage:aff7e8f8-...

There's a different air to the market. When we look at Morningstar's coverage in Australia and the US, we see markets overall as undervalued. Is now the time to buy? Join us virtually or in person at our conference. Purchase tickets at over 80% off with the code SUPERBIRD22 here: https://web.cvent.com/event/4fb4cee4-a9ff-4ff3-b03b-40bb50de562a/regPage:aff7e8f8-38a5-4e3c-b763-c674f956a86e? RefId=MI...

We explore the most common question we get – how to choose a broker.  Join us virtually or in person at our conference. Purchase tickets at over 80% off with the code SUPERBIRD22 here: https://web.cvent.com/event/4fb4cee4-a9ff-4ff3-b03b-40bb50de562a/regPage:aff7e8f8-38a5-4e3c-b763-c674f956a86e? RefId=MIC_CPR&rp=6e942759-d352-40af-9436-888d733f50bc   To submit any questions or feedbac...

We take a deep dive into Perpetual and assess the opportunity for investors as Perpetual and Pendal come together as one company Join us virtually or in person at our conference. Purchase tickets at over 80% off with the code SUPERBIRD22 here: https://web.cvent.com/event/4fb4cee4-a9ff-4ff3-b03b-40bb50de562a/regPage:aff7e8f8-38a5-4e3c-b763-c674f956a86e? RefId=MIC_CPR&rp=6e942759-d352-40af-9436-...

This episode is an explainer on Hybrids – what they are, how they work, and whether they have a place in your portfolio. Join us virtually or in person at our conference. Purchase tickets at over 80% off with the code SUPERBIRD22 here: https://web.cvent.com/event/4fb4cee4-a9ff-4ff3-b03b-40bb50de562a/regPage:aff7e8f8-38a5-4e3c-b763-c674f956a86e? RefId=MIC_CPR&rp=6e942759-d352-40af-9436-888d733f...

In a listener requested episode (with our second ever podcast guest), we explore whether valuations should impact asset allocation decisions. Join us virtually or in person at our conference. Purchase tickets at over 80% off with the code SUPERBIRD22 here: https://web.cvent.com/event/4fb4cee4-a9ff-4ff3-b03b-40bb50de562a/regPage:aff7e8f8-38a5-4e3c-b763-c674f956a86e? RefId=MIC_CPR&rp=6e942759-d3...

Is the ghost of Paul Volcker haunting the markets? In this episode, we look at how central banks have acted to reign in inflation before, and the lessons that investors can learn from this. Join us virtually or in person at our conference. Purchase tickets at over 80% off with the code SUPERBIRD22 here: https://web.cvent.com/event/4fb4cee4-a9ff-4ff3-b03b-40bb50de562a/regPage:aff7e8f8-38a5-4e3c-b76...

In a listener requested episode, we discuss the property market. Join the waitlist for our conference: https://go.morningstar.com.au/miic   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 Sector Spotlight, we explore the commodities industry, and what investors should think about when investing in the industry. Join the waitlist for our conference: https://go.morningstar.com.au/miic   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 Additi...

For our 100th episode, we reflect on what we believe are the core principles for successful investing. Join the waitlist for our conference: https://go.morningstar.com.au/miic   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 episod...

For our 99th episode, we explore super and fees. After our half-yearly portfolio check, we received quite a few emails asking for an explanation about what Shani considered as too much for fees on her investments. In this episode, we explore the impact of fees, how to decide what is too much, and focus in on super – when do the costs of operating and managing an SMSF make sense? Tickets to be rele...

At last, the hotly-anticipated Q&A episode*. We’ve asked listeners to submit their investing questions for us to answer, and have our first ever guest on the podcast – and it’s a listener! *may or may not be hotly-anticipated. Join the waitlist for our conference: https://go.morningstar.com.au/miic   To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave...

Mark and Shani have been reviewing their portfolios on a half-yearly basis to add transparency to portfolio monitoring and maintenance. Listen to the half yearly update for 2022 where they discuss what's changed with their portfolios in the last six months, how they're tracking towards their goals and what's important to focus on in the current environment. Join the waitlist for our conference: ht...

In this two part series, we run through how rising costs impact companies and consumers, and how this will impact investors and investments. We forecast businesses will not be able to meet investor expectations in upcoming earnings seasons in the US and Australia, and what investors should do with their portfolio and investments, including exploring the merits and disadvantages of tactical allocat...

In this two part series, we run through how rising costs impact companies and consumers, and how this will impact investors and investments. We forecast businesses will not be able to meet investor expectations in upcoming earnings seasons in the US and Australia, and what investors should do with their portfolio and investments, including exploring the merits and disadvantages of tactical allocat...

In one of our most popular series', we do our third round of lessons from the greats. This episode goes into Jim Rogers, Seth Klarman and Henry Singleton. 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 Join the waitlist for our conference: https://go.morningstar.com...

As part of share month, we take a deep dive into highly requested share, Westpac. 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-i...

As part of share month, we refresh your memory on how to pick shares. The third part of the series on how to pick shares covers finding a share that is right for you. 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 av...

To leave a question for our Q&A episode, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here: https://www.speakpipe.com/Investing_Compass A quick reflection on what investors should do in light of falling markets  Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/podcast-investi...

As part of share month, we take a deep dive into listener requested share, Fortescue. To leave a question for our Q&A episode, 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/artic...

As part of share month, we refresh your memory on how to pick shares. The second of our three part series on how to pick shares covers calculating a fair value.   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 a...