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YEAR IN REVIEW News & Analysis

Our team reveal their financial resolutions for 2025
Personal Finance
Our team reveal their financial resolutions for 2025
From better budgeting to being more selective in the stock market, this is what our team members are focused on for the year ahead.
Joseph Taylor | 07 January 2025
The ultimate superannuation EOFY checklist 2024
Retirement
The ultimate superannuation EOFY checklist 2024
We're nearing the end of the financial year and it's time for SMSFs and other super funds to make the most of the strategies available to them....
Liam Shorte | 25 June 2024
Investing lessons from 2022
Personal Finance
Investing lessons from 2022
Fortunes have been made, and many more lost in 2022, serving as a reminder of the unpredictability of markets.
Sarah Dowling | 19 December 2022
The 10 best US wide-moat stocks of 2022
Stocks
The 10 best US wide-moat stocks of 2022
Do any of this year’s top performers have gas left in the tank for 2023?
Susan Dziubinski | 14 December 2022
Are you EOFY ready? Checklist for SMSF trustees
Personal Finance
Are you EOFY ready? Checklist for SMSF trustees
Seven items to review on the eve of the new financial year.
Anthony Fensom | 27 June 2022
5 charts on Australian ETFs in 2021
ETFs
5 charts on Australian ETFs in 2021
Investors continued to pour money into the sector, seeking diversified exposure to international equities.
Emma Rapaport | 08 February 2022
Morningstar's Year in Review 2021
Markets
Morningstar's Year in Review 2021
Our experts and analysts weigh in on what mattered for investors last year.
Emma Rapaport | 04 January 2022
Investments you had your eye on in 2021
Personal Finance
Investments you had your eye on in 2021
A rout in tech stocks triggered by Beijing's crackdown has investors' eyes on China.
Emma Rapaport | 03 January 2022
2020 was a record year for Australian ETFs
ETFs
2020 was a record year for Australian ETFs
Record flows and closures were among the major milestones.
Emma Rapaport | 08 February 2021
Morningstar Year in Review 2020
Personal Finance
Morningstar Year in Review 2020
2020: we look back at the highs and lows of an unprecedented year in financial markets and explore the themes shaping 2021.
Emma Rapaport | 24 December 2020