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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

14:54

Most surprising tax rules in 2025–2026

Investing Compass ·

2026/02/21

Mr. Taxman, Adrian Raftery, listed 101 tax rules - Mark and Shani run through the ones that jumped out at Shani when she read the book.You can find the full article here.Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here.A message from Mark and ShaniFor the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work

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31:10

Why I don't like dividend stocks

Investing Compass ·

2026/02/14

In this guest episode, we have James Gruber, Editor at Firstlinks. He has a debate with dividend lover Mark, about why he doesn't like dividends.You can find James' full article here.Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here.A message from Mark and ShaniFor the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed

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11:59

Three ways to make your family's life easier

Investing Compass ·

2026/02/07

No one wants to think about what happens after you die, but a few steps can save your family a lot of pain at an already difficult time in their life. We run through three ways to make your family's life easier and give you peace of mind.You can find the full article here.Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here.A message from Mark and ShaniFor the past five years, we’ve released a weekly podcast to arm you with the tools to

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14:52

Lessons for investors from Droneshield (ASX: DRO)

Investing Compass ·

2026/01/31

Droneshield has had a meteoric rise - and fall. We take a look at the back story - what the company does, what impacted the share price and importantly - what lessons investors can take from this.Disclaimer: Neither Mark or Shani own Droneshield. Morningstar analysts do not cover this company.A message from Mark and ShaniFor the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed

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14:16

2026 Market Outlook

Investing Compass ·

2026/01/24

We take a look at the market going into 2026, and how investors should think about the year ahead.A message from Mark and ShaniFor the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for

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20:59

5 considerations for new ETFs

Investing Compass ·

2026/01/17

In this guest episode, we host Shamir Popat, Senior Analyst, Manager Research, at Morningstar. He runs through his report and findings on what investors should consider before investing in new ETFs.You can find more on the report here.A message from Mark and ShaniFor the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at

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17:38

[BEST OF 2025] Dividend ETFs

Investing Compass ·

2026/01/10

We take a look at the top episodes of 2025. In this episode, we take a deep dive into dividend ETFs and how investors can pick one that suits them by running through 4 dividend ETF examples.A message from Mark and ShaniFor the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.We’ve shared our journeys with

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16:01

[BEST OF 2025] One of the most generous tax breaks in...

Investing Compass ·

2026/01/03

We take a look at the top episodes of 2025. In this episode, Mark and Shani take a look at a quirk to one of the most generous tax concessions that we have in Australia, the CGT exemption for your home. The CGT exemption also allows for you to rent out your property for a number of years, and still claim the CGT-exempt status. We take a deep dive into the tax policy, the circumstances that it suits and the situations to avoid that would make homeowners pay more tax than they need to.A message from

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23:56

[BEST OF 2025] Cage fight: US & Australian retirement...

Investing Compass ·

2025/12/27

We look back at the top episodes of 2025. In a listener-requested episode, we look at the pros and cons of the US and Australian retirement systems.A message from Mark and ShaniFor the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.We’ve shared our journeys with you, and you’ve shared back. We’ve listened

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23:57

[BEST OF 2025] 3 ETF portfolio in 2025

Investing Compass ·

2025/12/20

We take a look at our top episodes of 2025. In this episode, we look at the ETFs that would go into a 3 ETF portfolio, using Morningstar's Manager Research Medalist ratings.A message from Mark and ShaniFor the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.We’ve shared our journeys with you, and you’ve

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10:24

Are you a maximiser or a satisficer?

Investing Compass ·

2025/12/13

Maximisers spend a lot of time researching and thinking about the best choice to make. Satisficers settle for the best option that they can see with modest criteria. Mark and Shani run through how to determine what type of investor you are and what this means for you.You can find Christine's article, 'The case for a 'good enough' portfolio' here.A message from Mark and ShaniFor the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived

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21:18

Christmas gifts for investors 2025

Investing Compass ·

2025/12/06

It's our annual Christmas gifts episode! We run through some gifts that you can give to your favourite investor, and we take part in our annual tradition of getting each other a gift. A message from Mark and ShaniFor the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.We’ve shared our journeys with you, and

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19:24

Where a CIO sees market opportunities

Investing Compass ·

2025/11/29

In our guest episode today, we host Matt Wacher, Chief Investment Officer, APAC at Morningstar Investment Management (MIM). We run through where MIM sees opportunities, what they consider overvalued and how investors should approach markets.A message from Mark and ShaniFor the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and

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17:43

Tax free earnings Aussies are taking advantage of

Investing Compass ·

2025/11/22

Shani and Mark speak about offset accounts. There are smart ways to take advantage of your offset account, but balance is the key.You can find the full article here.A message from Mark and ShaniFor the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.We’ve shared our journeys with you, and you’ve shared

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20:57

A fatal error with super

Investing Compass ·

2025/11/15

Mark and Shani speak about the predatory companies encouraging you to pillage your retirement savings, and the methods that they are using to do this.You can find the full article here.A message from Mark and ShaniFor the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.We’ve shared our journeys with you,

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26:38

Are we in a bubble?

Investing Compass ·

2025/11/08

Lochlan Halloway, Market Strategist at Morningstar, joins us for a guest episode today. He talks about whether we're in a bubble now, what investors should do and what we can learn and apply from past crashes. A message from Mark and ShaniFor the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.We’ve shared

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18:12

3 question quiz to see if you're financially literate

Investing Compass ·

2025/11/01

The Global Financial Literacy Excellence Centre (GFLEC) at Stanford University has created a three question financial literacy quiz that has been used in more than 20 countries. Mark and Shani run through the three questions, and add a couple of their own.A message from Mark and ShaniFor the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers

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19:27

Is buying a home the right decision for you?

Investing Compass ·

2025/10/25

Buying a home is a financial goal for many of us. Mark and Shani go through the questions you need to ask yourself to get clear on whether it is the right decision for you.You can read the full article here.A message from Mark and ShaniFor the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.We’ve shared our

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24:24

Morningstar's forecasted returns for asset classes

Investing Compass ·

2025/10/18

In this episode, we're joined by Bianca Rose, Senior Portfolio Manager at Morningstar Investment Management. Nobody has a crystal ball, but having a guideline for what asset classes are forecasted to return allows you to make an informed decision about asset allocation. Bianca runs through Morningstar Investment Management's forecast for asset classes, and how this fits into your investment strategy and portfolio construction process.A message from Mark and ShaniFor the past five years, we’ve

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22:23

6 life changing tips

Investing Compass ·

2025/10/11

In this episode, Mark and Shani run through 6 life changing tips that Shani delivered to high school students during a financial literacy course. Do you have any life changing tips? Send them through to mark.lamonica1@morningstar.com, or leave a comment in your podcast app.A message from Mark and ShaniFor the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of

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302 results

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