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PODCAST

Investing Compass

Morningstar Australia

Investing compass is brought to you by Morningstar Australia. We’ll run through the fundamentals of investing, taking a deep dive of concepts and offer practical explanations, tools and resources that will allow you to invest confidently. The information contained in this podcast is general in nature, it does not take into consideration your personal objectives, financial situation or needs. Hosted on Acast. See acast.com/privacy for more information.

business investing

All Episodes

15:40

Market outlook: Are investors too optimistic?

Investing Compass ·

2023/08/26

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 podcasthere.Additional resources from our episodes are availablevia our website.Audio Producer and mixer:William Ton. Hosted on Acast

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26:09

What we think about the largest company in the world

Investing Compass ·

2023/08/19

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 podcasthere.Additional resources from our episodes are availablevia our website.Audio Producer and mixer:William Ton. Hosted on Acast. See acast.com/privacy for more information.

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24:22

The best lessons from 150 episodes

Investing Compass ·

2023/08/12

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 podcasthere.Additional resources from our episodes are availablevia our website.Audio Producer and mixer:William Ton. Hosted on Acast. See acast.com/privacy for more information.

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25:30

Personal investing lessons from a CIO

Investing Compass ·

2023/08/05

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 podcasthere.Additional resources from our episodes are availablevia our website.Audio Producer and mixer:William Ton. Hosted on Acast. See acast.com/privacy for more information.

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17:09

Structuring your portfolio for income

Investing Compass ·

2023/07/29

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 podcasthere.Additional resources from our episodes are availablevia our website.Audio Producer and mixer:William Ton. Hosted on Acast. See acast.com/privacy for more information.

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14:17

Doubling down on exposure

Investing Compass ·

2023/07/22

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 podcasthere.Additional resources from our episodes are availablevia our website.Audio Producer and mixer:William Ton. Hosted on Acast. See acast.com/privacy for more information.

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18:36

Interest rate and inflation proof investment

Investing Compass ·

2023/07/15

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 podcasthere.Additional resources from our episodes are availablevia our website.Audio Producer and mixer:William Ton. Hosted on Acast. See acast.com/privacy for more information.

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30:50

Brian Han's Outlook

Investing Compass ·

2023/07/08

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 podcasthere.Additional resources from our episodes are

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16:46

Share deep dive: Charter Hall Long WALE REIT

Investing Compass ·

2023/07/01

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 podcasthere.Additional resources from our episodes are availablevia our website.Audio Producer and mixer:William Ton. Hosted on Acast. See acast.com/privacy for more information.

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20:41

When to rebalance

Investing Compass ·

2023/06/24

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 podcasthere.Additional resources from our episodes are availablevia our website.Audio Producer and mixer:William Ton. Hosted on Acast. See acast.com/privacy for more information.

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22:44

Paying down your mortgage vs investing

Investing Compass ·

2023/06/17

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 podcasthere.Additional resources from our episodes are availablevia our website.Audio Producer and mixer:William Ton. Hosted on Acast. See acast.com/privacy for more information.

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13:36

Does the exchange an ETF trades on matter?

Investing Compass ·

2023/06/10

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 podcasthere.Additional resources from our episodes are availablevia our website.Audio Producer and mixer:William Ton. Hosted on Acast. See acast.com/privacy for more information.

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16:58

Retirement in inflationary times

Investing Compass ·

2023/06/03

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 podcasthere.Additional resources from our episodes are availablevia our website.Audio Producer and mixer:William Ton. Hosted on Acast. See acast.com/privacy for more information.

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27:42

How investors should actually think about ESG

Investing Compass ·

2023/05/27

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 podcasthere.Additional resources from our episodes are availablevia our website.Audio Producer and mixer:William Ton. Hosted on Acast. See

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19:16

Share deep dive: Fineos

Investing Compass ·

2023/05/20

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 podcasthere.Additional resources from our episodes are availablevia our website.Audio Producer and mixer:William Ton. Hosted on Acast. See acast.com/privacy for more information.

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23:43

Our favourite income ETF

Investing Compass ·

2023/05/13

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 podcasthere.Additional resources from our episodes are availablevia our website.Audio Producer and mixer:William Ton. Hosted on Acast. See acast.com/privacy for more information.

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18:58

Picking an active manager

Investing Compass ·

2023/05/06

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 podcasthere.Additional resources from our episodes are availablevia our website.Audio Producer and mixer:William Ton. Hosted on Acast. See

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18:03

State of the Market

Investing Compass ·

2023/04/29

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 podcasthere.Additional resources from our episodes are availablevia our website.Audio Producer and mixer:William Ton. Hosted on Acast. See acast.com/privacy for more information.

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22:11

What would you do with some extra cash?

Investing Compass ·

2023/04/22

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

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22:51

Future expected returns and where to allocate assets

Investing Compass ·

2023/04/15

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 voicemail to

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288 results

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