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Morningstar invested in nuclear weapons components against ESG claims: ASIC

The five holdings were only for about two weeks each, and then divested as soon as Morningstar became aware of them. But ASIC takes a seriously dim view of ESG claims that don’t match reality these days.

Tahn Sharpe | 1st Dec 2023 | More
Rosy outlook for corporate earnings may turn out grey

Corporate profit growth is expected to moderate, especially in sectors focused on consumer sales, and mining companies have seen large downgrades. Meanwhile, markets are still not fully pricing in the high risk of recession, some analysts say.

Nicki Bourlioufas | 20th Jul 2023 | More
Dividends down in 2023, but energy, bank shares still paying big

Although more Australian companies are paying dividends in 2023, many have reduced payouts, with the year-to-date total slightly behind 2022’s figures, according to CommSec research. The big miners are leading the cuts, while energy producers are lifting dividends to reflect record high gas prices.

Nicki Bourlioufas | 6th Apr 2023 | More
  • Big four set for strong year as profits jump amid wild share price swings

    Analysts agree Australia’s big four banks are entering 2023 from a position of strength as they pass on rising interest rates to borrowers. Headwinds remain, however, and the total return picture for shareholders looks more complex.

    Lachlan Buur-Jensen | 16th Feb 2023 | More
    Beware the losers among thematic fund winners

    Thematically focussed funds have been the big winners in fund flows in the past three years, but most themes have turned out to be fads, new research shows. According to Morningstar’s latest ‘Global Thematic Funds Landscape Report’, link here, over the three years through March 2021, collective assets under management in the 1,349 thematic funds…

    Greg Bright | 17th Jun 2021 | More
    Morningstar tips for ‘late recovery’ trades

    The recovery from 2020’s “massive period of turbulence” hasn’t lifted all boats, and there are still plenty of bargains to be had, if you know where to look. Gareth James, Morningstar’s Sydney-based equity research strategist, expects Link Administration (ASX: LNK), for instance, to bounce back from “a tough few years” of regulatory changes and the…

    Lachlan Maddock | 10th Jun 2021 | More
  • Pessimism termites and super-crazies: Grantham warns on “bubbly markets”

    Legendary investor Jeremy Grantham says that while markets are in what he’s called “one of the great bubbles of financial history,” there’s “no traditional pin” to pop it. Speaking to Morningstar CEO Kunal Kapoor, Grantham – who famously dodged the Japanese asset price bubble in the 1980s, as well as the Tech Wreck and the…

    Lachlan Maddock | 3rd Jun 2021 | More
    Global value leads the way in March, chart toppers rotate

    The first quarter of 2021 saw renewed confidence in global equity markets supported by positive developments in the fight against coronavirus together with better-than-expected economic data. Fiscal stimulus and vaccine rollout have far exceeded expectations causing equity markets to overcome bouts of volatility. The Dow Jones and S&P 500 indices hit new all-time highs. The…

    Ishan Dan | 29th Apr 2021 | More
  • Which managers are leading the value investing boom?

    In a nutshell, value investing is buying ‘quality’ companies at share prices well below intrinsic value. Quality is defined using four characteristics: A high-quality business that sells high-quality products, usually market leaders. Low debt – tend to handle downturns better. Sound management. Recurring earnings – start-ups are not preferred. Warren Buffett’s famous saying “Finding an…

    Ishan Dan | 19th Apr 2021 | More
    Bonds ‘oversold’ following the worst month on record

    Recently crowned with the Fixed Interest Manager of the Year award by Morningstar, its third such win in four years, Western Asset Management is on the front food when it comes to global government bond markets. The conditions, despite heightened volatility, offer a rare opportunity for active management. According to Anthony Francis, investment dealer at…

    Staff Writer | 6th Apr 2021 | More
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