Investing Compass

Mark speaks about how he has structured his portfolio for income.To submit any questions or feedback, please email [email protected] 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 [email protected] 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 this episode, we explore annuities.To submit any questions or feedback, please email [email protected] 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 [email protected] 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 requested episode, we do a share deep dive on Charter Hall Long WALE REIT (ASX: CLW).To submit any questions or feedback, please email [email protected] 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 requested episode, we look at when investors should rebalance.To submit any questions or feedback, please email [email protected] 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 [email protected] 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.

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 [email protected] 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 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 [email protected] 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.

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 [email protected] 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 the competitive advantage and valuation of the insurance software provider.  To submit any questions or feedback, please email [email protected] 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 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 [email protected] 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.

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 [email protected] 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.

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 [email protected] 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 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 Morningstar team on what to do with an increase in cash flow.To submit any questions or feedback, please email [email protected] 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.

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 submit any questions or feedback, please email [email protected] 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.

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 [email protected] 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.

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 [email protected] 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 requested episode, we speak about whether small caps have a place in your portfolio.To submit any questions or feedback, please email [email protected] 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 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 [email protected] 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’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 [email protected] 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 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 [email protected] 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 this episode, we explore how investors should think about their portfolio performance.To submit any questions or feedback, please email [email protected] 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 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 protected] or leave us a voicemail to feature on thepodcast here.Additional resources from our episodes are available via ourwebsite. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

We explore currency and how it impacts investments, and currency as an investment itself.To submit any questions or feedback, please [email protected] or leave us a voicemail to feature on thepodcast here.Additional resources from our episodes are available via ourwebsite. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

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 protected] or leave us a voicemail to feature on thepodcast here.Additional resources from our episodes are available via ourwebsite. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

We answer a listener question on asset allocation in Superannuation. To submit any questions or feedback, please [email protected] or leave us a voicemail to feature on thepodcast here.Additional resources from our episodes are available via ourwebsite. 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 MorningstarTo submit any questions or feedback, please [email protected] or leave us a voicemail to feature on thepodcast here.Additional resources from our episodes are available via ourwebsite. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

We look at the state of the market entering 2023.To submit any questions or feedback, please [email protected] or leave us a voicemail to feature on thepodcast here.Additional resources from our episodes are available via ourwebsite. 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 protected] or leave us a voicemail to feature on thepodcast here.Additional resources from our episodes are available via ourwebsite. 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 protected] or leave us a voicemail to feature on thepodcast here.Additional resources from our episodes are available via ourwebsite. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

In a listener requested episode, we discuss the property market.To submit any questions or feedback, please [email protected] or leave us a voicemail to feature on thepodcast here: https://www.speakpipe.com/Investing_Compass Additional resources from our episodes are available via ourwebsite: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215 Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

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 protected] or leave us a voicemail to feature on thepodcast here.Additional resources from our episodes are available via ourwebsite. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

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 protected] or leave us a voicemail to feature on thepodcast here: https://www.speakpipe.com/Investing_Compass Additional resources from our episodes are available via ourwebsite: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215 Audio Producer and mixer: William Ton.  Hosted on Acast. See acast.com/privacy for more information.

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 protected] or leave us a voicemail to feature on thepodcast here.Additional resources from our episodes are available via ourwebsite. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

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 protected] or leave us a voicemail to feature on thepodcast here: https://www.speakpipe.com/Investing_CompassAdditional resources from our episodes are available via ourwebsite: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

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 protected] or leave us a voicemail to feature on thepodcast here.Additional resources from our episodes are available via ourwebsite. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

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 protected] or leave us a voicemail to feature on thepodcast here: https://www.speakpipe.com/Investing_Compass Additional resources from our episodes are available via ourwebsite: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

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 protected] or leave us a voicemail to feature on thepodcast here.Additional resources from our episodes are available via ourwebsite. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

Mark speaks about his approach to generating passive income. To submit any questions or feedback, please [email protected] or leave us a voicemail to feature on thepodcast here: https://www.speakpipe.com/Investing_Compass Additional resources from our episodes are available via ourwebsite: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

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 protected] or leave us a voicemail to feature on thepodcast here.Additional resources from our episodes are available via ourwebsite. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

In a listener requested episode, we explore quality ETFs - MOAT and QUAL.To submit any questions or feedback, please [email protected] or leave us a voicemail to feature on thepodcast here.Additional resources from our episodes are available via ourwebsite. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

We look at high conviction holdings in ETFs, and what our equity analysts think of them.To submit any questions or feedback, please [email protected] or leave us a voicemail to feature on thepodcast here.Additional resources from our episodes are available via ourwebsite. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

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, register here, or contact us via email.To submit any questions or feedback, please [email protected] or leave us a voicemail to feature on thepodcast here.Additional resources from our episodes are available via ourwebsite. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

We look at the measures that indicated historical market bottoms, and how the market compares now. To submit any questions or feedback, please [email protected] or leave us a voicemail to feature on thepodcast here: https://www.speakpipe.com/Investing_CompassAdditional resources from our episodes are available via ourwebsite: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215 Audio Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

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 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 feedback, please [email protected] or leave us a voicemail to feature on thepodcast here: https://www.speakpipe.com/Investing_CompassAdditional resources from our episodes are available via ourwebsite: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215 Audio Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

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:aff7e8f8-38a5-4e3c-b763-c674f956a86e?RefId=MIC_CPR&rp=6e942759-d352-40af-9436-888d733f50bc To submit any questions or feedback, please [email protected] or leave us a voicemail to feature on thepodcast here: https://www.speakpipe.com/Investing_CompassAdditional resources from our episodes are available via ourwebsite: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215 Audio Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

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=MIC_CPR&rp=6e942759-d352-40af-9436-888d733f50bc To submit any questions or feedback, please [email protected] or leave us a voicemail to feature on thepodcast here: https://www.speakpipe.com/Investing_CompassAdditional resources from our episodes are available via ourwebsite: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215 Audio Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

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 feedback, please [email protected] or leave us a voicemail to feature on thepodcast here: https://www.speakpipe.com/Investing_CompassAdditional resources from our episodes are available via ourwebsite: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215 Audio Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.

We take a deep dive into Perpetual and assess the opportunity for investors as Perpetual and Pendal come together as one companyJoin 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 feedback, please [email protected] or leave us a voicemail to feature on thepodcast here: https://www.speakpipe.com/Investing_CompassAdditional resources from our episodes are available via ourwebsite: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215 Audio Producer and mixer: William Ton – www.willton.me  Hosted on Acast. See acast.com/privacy for more information.