Investing Compass

We run through game theory - and how investors may underappreciate the impact of expectations on investment and market performance.
You can find the full article here.
Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here.
A message from Mark and Shani
For the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.
We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications.
The book is now available! It is also available in Audiobook format from most sellers.
Purchase from Amazon or Purchase from Booktopia
To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.
Audio Producer and mixer: William Ton.
Hosted on Acast. See acast.com/privacy for more information.

We explore investment bonds - what they are, their tax advantages and the investors they may suit.
Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here.
A message from Mark and Shani
For the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.
We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications.
The book is now available! It is also available in Audiobook format from most sellers.
Purchase from Amazon or Purchase from Booktopia
To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.
Audio Producer and mixer: William Ton.
Hosted on Acast. See acast.com/privacy for more information.

Use these ratios to understand risk in your portfolio when you're conducting reviews.
Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here.
A message from Mark and Shani
For the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.
We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications.
The book is now available! It is also available in Audiobook format from most sellers.
Purchase from Amazon or Purchase from Booktopia
To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.
Audio Producer and mixer: William Ton.
Hosted on Acast. See acast.com/privacy for more information.

We take a look at what you pay for for your ETF, how not-for-profit (such as Industry Super) should not be taken at face value as 'cheapest', and what higher fees actually cost you.
Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here.
A message from Mark and Shani
For the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.
We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications.
The book is now available! It is also available in Audiobook format from most sellers.
Purchase from Amazon or Purchase from Booktopia
To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.
Audio Producer and mixer: William Ton.
Hosted on Acast. See acast.com/privacy for more information.

With new tax changes getting investors interested in income investments and ETFs for tax efficiency, we combine both and talk about income ETFs.
Would you like more free insights from Mark, Shani and the rest of the Morningstar team? You can find them here.
A message from Mark and Shani
For the past five years, we’ve released a weekly podcast to arm you with the tools to invest successfully. We’ve always strived to provide independent, thoughtful analysis, backed by the work of hundreds of researchers and professionals at Morningstar.
We’ve shared our journeys with you, and you’ve shared back. We’ve listened to what you’re after and created a companion for your investing journey. Invest Your Way is a book that focuses on the investor, instead of the investments. It is a guide to successful investing, with actionable insights and practical applications.
The book is now available! It is also available in Audiobook format from most sellers.
Purchase from Amazon or Purchase from Booktopia
To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.
Audio Producer and mixer: William Ton.
Hosted on Acast. See acast.com/privacy for more information.