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ASSET MANAGER News & Analysis

Building a 3 ETF portfolio in 2025
ETFs
Building a 3 ETF portfolio in 2025
This week’s episode of Investing Compass looks at building a 3 ETF portfolio with Morningstar research and data.
Shani Jayamanne | 24 March 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
My disinterest in investments as an investment specialist
Personal Finance
My disinterest in investments as an investment specialist
Going against the grain and focusing on the real drivers of investment success
Shani Jayamanne | 16 October 2024
Focus on what you can control
Personal Finance
Focus on what you can control
In this week's Investing Compass episode, Shani goes through her investment strategy.
Shani Jayamanne | 22 July 2024
Quarterly Economic Briefing: Q1 2024
Markets
Quarterly Economic Briefing: Q1 2024
Investors began the year optimistic of a soft landing; fast-forward a few months, and rate-cut expectations have been pushed out as economic data...
Morningstar Manager Research Analysts | 09 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
Creating a portfolio with one trade
Personal Finance
Creating a portfolio with one trade
Multi-asset products provide the ability to access a diversified portfolio with a single trade but may not be right for all investors.   
Shani Jayamanne | 07 February 2024
Pinnacle Investment earnings: Resilience evident amid challenging markets
Stocks
Pinnacle Investment earnings: Resilience evident amid challenging markets
As Pinnacle bucks the negative trend in asset management are the shares attractive?
Shaun Ler | 02 February 2024
The biggest loss this year in my SMSF portfolio
Stocks
The biggest loss this year in my SMSF portfolio
Regardless of the strengths of a stock, there are no certainties. Bond rates have risen far higher than most analysts expected and 'bond proxies'...
Graham Hand | 19 October 2023