Investing Compass
224 episodes - English - Latest episode: about 1 month ago - ★★★★★ - 22 ratingsInvesting 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.
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Episodes
Personal investing lessons from a CIO
August 05, 2023 20:00 - 25 minutes - 58.4 MBMarta 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 [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.
Structuring your portfolio for income
July 29, 2023 20:00 - 17 minutes - 39.3 MBMark 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.
Doubling down on exposure
July 22, 2023 20:00 - 14 minutes - 32.7 MBIn 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.
Interest rate and inflation proof investment
July 15, 2023 20:00 - 18 minutes - 42.6 MBIn 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's Outlook
July 08, 2023 20:00 - 30 minutes - 70.6 MBBrian 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 epi...
Share deep dive: Charter Hall Long WALE REIT
July 01, 2023 20:00 - 16 minutes - 38.4 MBIn 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.
When to rebalance
June 24, 2023 20:00 - 20 minutes - 47.3 MBIn 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.
Paying down your mortgage vs investing
June 17, 2023 20:00 - 22 minutes - 52 MBThe 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.
Does the exchange your ETF trade on matter?
June 10, 2023 20:00 - 13 minutes - 31.2 MBThinking 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.
Does the exchange an ETF trades on matter?
June 10, 2023 20:00 - 13 minutes - 31.2 MBThinking 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.
Retirement in inflationary times
June 03, 2023 20:00 - 16 minutes - 38.9 MBIn 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.
How investors should actually think about ESG
May 27, 2023 20:00 - 27 minutes - 63.4 MBESG 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. Hoste...
Share deep dive: Fineos
May 20, 2023 20:00 - 19 minutes - 44.1 MBWe 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.
Our favourite income ETF
May 13, 2023 20:00 - 23 minutes - 54.3 MBWe 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.
Picking an active manager
May 06, 2023 20:00 - 18 minutes - 43.5 MBNew 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...
State of the Market
April 29, 2023 20:00 - 18 minutes - 41.3 MBThis 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.
What would you do with some extra cash?
April 22, 2023 20:00 - 22 minutes - 50.8 MBThe 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,...
Future expected returns and where to allocate assets
April 15, 2023 20:00 - 22 minutes - 52.3 MBA 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 vo...
Creating a portfolio with one trade
April 08, 2023 20:00 - 17 minutes - 39.8 MBA 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 in...
Lithium
April 01, 2023 20:00 - 10 minutes - 24.3 MBLithium 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.
Small Caps
March 25, 2023 19:00 - 21 minutes - 49.5 MBIn 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.
Lessons for Investors from Silicon Valley Bank
March 18, 2023 19:00 - 17 minutes - 40.8 MBThe 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.
Morningstar's take on the Big 4 Banks
March 11, 2023 19:00 - 28 minutes - 64.9 MBWe’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/...
International diversification with domestic equities
March 04, 2023 19:00 - 19 minutes - 45.2 MBWe 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.
How to evaluate investment performance
February 25, 2023 19:00 - 11 minutes - 27.4 MBIn 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.
Super wars: Vanguard vs AustralianSuper
February 18, 2023 19:00 - 24 minutes - 56.1 MBWe 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 [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 role of currency in global investing
February 11, 2023 19:00 - 15 minutes - 35.5 MBWe explore currency and how it impacts investments, and currency as an investment itself. 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.
Investing in public real estate
February 04, 2023 18:52 - 21 minutes - 48.7 MBREITs 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 [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.
Asset allocation in Superannuation
January 28, 2023 19:00 - 12 minutes - 28.3 MBWe answer a listener question on asset allocation in Superannuation. 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 advantages and disadvantages of income investing
January 21, 2023 19:00 - 20 minutes - 47.4 MBWe explore income investing and interview Jody Fitzgerald, our Head of Institutional Portfolio Management and Solutions.at Morningstar 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.
2023 State of the Market
January 14, 2023 19:00 - 21 minutes - 50.1 MBWe look at the state of the market entering 2023. 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.
Build a portfolio with 3 ETFs
January 07, 2023 19:00 - 25 minutes - 59.3 MBWe simplify constructing a portfolio and show how to build one with three trades. 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.
Budgets to bring in the new year
December 31, 2022 19:00 - 25 minutes - 58.2 MBGet the foundations right for your 2023 resolutions - we explore the different types of budgets. 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.
BEST OF 2022: The Property Market
December 28, 2022 19:00 - 30 minutes - 69.5 MBIn a listener requested episode, we discuss the property market. To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here: https://www.speakpipe.com/Investing_Compass Additional resources from our episodes are available via our website: 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 i...
Sector Spotlight: Financial Services
December 24, 2022 19:00 - 21 minutes - 48.6 MBWe 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 [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.
BEST OF 2022: The one thing you need to know to invest successfully
December 21, 2022 19:00 - 15 minutes - 36.5 MBMath 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 [email protected] or leave us a voicemail to feature on the podcast here: https://www.speakpipe.com/Investing_Compass Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215 Audio...
2022 Christmas gifts for investors
December 17, 2022 19:00 - 23 minutes - 53.8 MBWe'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 [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.
BEST OF 2022: Build a portfolio with passive ETFs
December 14, 2022 19:00 - 21 minutes - 49.7 MBThink 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 [email protected] or leave us a voicemail to feature on the podcast here: https://www.speakpipe.com/Investing_Compass Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215 Audio Produc...
Sector Spotlight: Energy
December 10, 2022 19:00 - 16 minutes - 37.6 MBWe 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 [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.
BEST OF 2022: The case against ETFs
December 07, 2022 19:00 - 20 minutes - 46.6 MBWe 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 [email protected] or leave us a voicemail to feature on the podcast here: https://www.speakpipe.com/Investing_Compass Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215 Audio Producer and m...
Does crypto matter for all investors?
December 03, 2022 19:00 - 19 minutes - 45.5 MBIn 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 [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.
BEST OF 2022: Passive Income
November 30, 2022 19:00 - 25 minutes - 57.7 MBMark speaks about his approach to generating passive income. To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here: https://www.speakpipe.com/Investing_Compass Additional resources from our episodes are available via our website: 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 infor...
Share deep dive: Berkshire Hathaway
November 26, 2022 07:00 - 24 minutes - 56.4 MBIn 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 [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.
Quality ETFs
November 19, 2022 19:00 - 23 minutes - 54.3 MBIn a listener requested episode, we explore quality ETFs - MOAT and QUAL. 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.
High conviction ETFs and what they hold
November 12, 2022 19:00 - 21 minutes - 50.2 MBWe look at high conviction holdings in ETFs, and what our equity analysts think of them. 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.
Top lessons from investment professionals
November 05, 2022 19:00 - 19 minutes - 45.3 MBMorningstar'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 ...
Have we reached market bottom?
October 29, 2022 19:00 - 17 minutes - 40.2 MBWe look at the measures that indicated historical market bottoms, and how the market compares now. To submit any questions or feedback, please email [email protected] or leave us a voicemail to feature on the podcast here: https://www.speakpipe.com/Investing_Compass Additional resources from our episodes are available via our website: https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215 Audio Producer and mixer: William Ton – www.willton.me ...
Coveting thy neighbour's wife
October 22, 2022 19:00 - 21 minutes - 49.1 MBIn 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....
How much chip would a blue chip chip if a blue chip had to maintain margins?
October 15, 2022 19:00 - 15 minutes - 36.4 MBInflation 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...
Is it time to buy?
October 08, 2022 13:06 - 23 minutes - 53.4 MBThere'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 em...