May 2022
Magellan buoyed by ‘early signs of stability’
The combination of hiring a new chief executive and a soft valuation for shares within its global equity portfolio offers a boost to the firm’s share price.
December 2021
How safe is the 4 per cent rule in retirement?
Morningstar’s research shows that a 4 per cent withdrawal rate from your portfolio may no longer be safe for retirees.
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by Morningstar Australasia
November 2021
Sustainability metrics will separate the grain from the chaff
We aim to reach financial goals in terms of returns. It makes sense to put our ESG investments through the returns and sustainability tests.
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by Morningstar Australasia
Telstra’s Digicel sweetheart deal shrugged off by analysts, investors
It’s not often a non-core acquisition costing $2.1 billion is met with an almost collective shrug from shareholders, but Telstra’s buyout of Digicel Pacific is no normal transaction.
October 2021
The future may not resemble the immediate past
The next five years will be different from the past five for investors. This may necessitate an adjustment in expectations of returns and asset allocations.
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by Morningstar Australasia