We recently spoke about where Morningstar saw undervalued assets in our 'Lessons from Japan' episode. One of these markets is China. In this episode, we go through how a downturn could impact other economies, China viewed as an investment opportunity, and how to get exposure. 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 a...
Oct 21, 2023•18 min•Season 4Ep. 43
In a listener requested episode, we take a deep dive into Woodside (ASX: WDS). 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....
Oct 14, 2023•17 min•Season 4Ep. 42
We sit down with Morningstar Equity Analyst Angus Hewitt to speak about Qantas, A2 Milk and other stocks in his coverage. He lets us know the best opportunity in his coverage and the outlooks for the sectors. 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. Hosted on...
Oct 07, 2023•21 min•Season 4Ep. 41
Mark speaks about his approach to generating passive income. For any comments, questions or feedback please email mark.lamonica1@morningstar.com Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/investing-compass-resources/214638 Audio Producer and mixer: William Ton – www.willton.me Hosted on Acast. See acast.com/privacy for more information....
Sep 30, 2023•25 min•Season 4Ep. 41
In a listener requested episode, we explore whether investors can rely solely on dividends to fund their retirement. 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 are available via our website. Audio Producer and mixer: Willi...
Sep 30, 2023•17 min•Season 4Ep. 40
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. Additional resources from our episodes are available via our website. Audio Producer and mixer: William Ton. Hosted on Ac...
Sep 23, 2023•17 min•Season 4Ep. 39
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. Additional resources from our episodes are available via our website. Audio Producer and mixer: William T...
Sep 16, 2023•22 min•Season 4Ep. 38
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 are available via our website. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more...
Sep 09, 2023•18 min•Season 4Ep. 37
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 feature on the podcast here. Additional resources from our episodes are available via our website. Au...
Sep 02, 2023•26 min•Season 4Ep. 36
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 resources from our episodes are available via our website. Audio Producer and mixer: William Ton. Hosted o...
Aug 26, 2023•16 min•Season 4Ep. 35
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 information....
Aug 19, 2023•26 min•Season 4Ep. 34
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 information....
Aug 12, 2023•24 min•Season 4Ep. 33
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. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information....
Aug 05, 2023•26 min•Season 4Ep. 32
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....
Jul 29, 2023•17 min•Season 4Ep. 31
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 on Acast. See acast.com/privacy for more information....
Jul 22, 2023•14 min•Season 4Ep. 30
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....
Jul 15, 2023•19 min•Season 4Ep. 29
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@morningstar.com or leave us a voicemail to feature on the podcast here. Additional resources from our episo...
Jul 08, 2023•31 min•Season 4Ep. 28
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/privacy for more information....
Jul 01, 2023•17 min•Season 4Ep. 27
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....
Jun 24, 2023•21 min•Season 4Ep. 26
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. See acast.com/privacy for more information....
Jun 17, 2023•23 min•Season 4Ep. 25
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 Acast. See acast.com/privacy for more information....
Jun 10, 2023•14 min•Season 4Ep. 23
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 Acast. See acast.com/privacy for more information....
Jun 03, 2023•17 min•Season 4Ep. 24
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 resources from our episodes are available via our website. Audio Producer and mixer: William Ton. Hosted on Acas...
May 27, 2023•28 min•Season 4Ep. 22
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 more information....
May 20, 2023•19 min•Season 4Ep. 21
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. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information....
May 13, 2023•24 min•Season 4Ep. 20
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 our episodes are available via our website. Audio Producer and mixer: William Ton. Hosted on Acast. See aca...
May 06, 2023•19 min•Season 4Ep. 19
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 Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information....
Apr 29, 2023•18 min•Season 4Ep. 18
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, plea...
Apr 22, 2023•22 min•Season 4Ep. 17
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 mark.lamonica1@morningstar.com or leave us a voicemai...
Apr 15, 2023•23 min•Season 4Ep. 16
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 our website. Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information...
Apr 08, 2023•17 min•Season 4Ep. 15
