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Australian equities

Three stock picks for 2021

Kate Howitt join Morningstar's Lex Hall to share three of her stock picks for 2021.

19 April 2021 | Kate Howitt
Finding value with Kate Howitt

Finding value with Kate Howitt

Kate Howitt catches up with Morningstar's Lex Hall to discuss her investing approach, the outlook for Australian equities and where she's seeing value.

12 April 2021 | Kate Howitt
Time for a valuation reality check-up!

Time for a valuation reality check-up!

This reporting season was one of the most positive we’ve seen in years, with Australian companies across many sectors delivering strong growth, despite the challenges of the Covid pandemic. For equity markets, the ‘valuation reality check-up’ cycle looks to have kicked off, a theme which is likely to dominate for much of 2021...

03 March 2021 | James Abela
A tighter relationship between US and Australian equities?

A tighter relationship between US and Australian equities?

As a small open economy, monetary policy decisions made in other parts of the world matter for Australia, particularly those of the US given their importance in global capital markets. So what can we expect in 2021 and just how will we be effected?

29 January 2021 | Anthony Doyle
Investors face their own Breaking Bad moment

Investors face their own Breaking Bad moment

Market liquidity is typically thin over the annual holiday period as investors and asset allocators seek a change of scenery for a week or two. This year, even that change of scenery will need to be virtual.  Investors reduced to taking their mental break via streaming could do worse than (re)watching the AMC series “Breaking Bad”.  Aside from being rated as one of the top TV series of all time, the series’ story arc takes viewers on a journey that could be prophetic for global investors.

04 January 2021 | Kate Howitt
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