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ASSET MANAGEMENT News & Analysis

A closer look at defensive assets for turbulent times
Personal Finance
A closer look at defensive assets for turbulent times
After the recent market slump, it’s a good time to brush up on the defensive asset classes – what they are, why hold them, and how they can both...
Jamie Wickham | 01 April 2025
Morningstar Guide to Portfolio Construction
Personal Finance
Morningstar Guide to Portfolio Construction
A 4-step framework to align you portfolio to your goals
Mark Lamonica | 12 January 2025
Are industry super funds too big to be successful?
Retirement
Are industry super funds too big to be successful?
Warren Buffett warned of the perils of size when it comes to asset pools. Will industry super fall victim to suze?
James Gruber | 05 November 2024
Is this a safe way to get higher returns in retirement?
Retirement
Is this a safe way to get higher returns in retirement?
Conventional wisdom tells retirees to seek safety with a conservative asset allocation in retirement. Is there a better way?
Mark Lamonica | 31 October 2024
Mark to market: Which super option should I choose?
Personal Finance
Mark to market: Which super option should I choose?
Mark answers a reader question about deciding between different super options. 
Mark Lamonica | 17 October 2024
Are you ready for retirement?
Retirement
Are you ready for retirement?
A four step checklist to get ready for retirement. 
Mark Lamonica | 01 October 2024
Invest in equities until you reach your sleeping point
Personal Finance
Invest in equities until you reach your sleeping point
Benjamin Graham wrote that everyone should hold between 25% and 75% in equities, with the rest in bonds. The right level is the point where you sleep...
Graham Hand | 26 May 2024
How to set an investment goal
Personal Finance
How to set an investment goal
Have you lost sight of the link between the way your portfolio is designed and the reasons you are investing in the first place?
Mark Lamonica | 14 May 2024
Our top opportunities in the asset manager sector
Stocks
Our top opportunities in the asset manager sector
Signs of stabilisation, but competitive positioning still weakening against passive investments.
Shaun Ler | 15 April 2024
Morningstar’s analysts shift outlook for Platinum after mandate loss
Stocks
Morningstar’s analysts shift outlook for Platinum after mandate loss
We cut our Fair Value and revise our estimates for Platinum’s future earnings
Shani Jayamanne | 02 April 2024