It's our 150th episode! We go through the best lessons from the last 150 episodes.To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Additional resources from our episodes are available via our website.Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

It's our 150th episode! We go through the best lessons from the last 150 episodes.To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast <a href="https://www.speakpipe.com/Investing_Compass" rel="noopener noreferrer nofollow" target="_blank">here.</a>Additional resources from our episodes are available <a href="https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215" rel="noopener noreferrer nofollow" target="_blank">via our</a> <a href="https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215" rel="noopener noreferrer nofollow" target="_blank">website.</a>Audio Producer and mixer: <a href="https://open.acast.com/shows/61e618c9d9ce8600126e77fa/episodes/www.willton.me" rel="noopener noreferrer nofollow" target="_blank">William Ton.</a> Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer nofollow" target="_blank">acast.com/privacy</a> for more information.

The best lessons from 150 episodes

Marta Norton, CFA is Morningstar Investment Managements CIO, Americas. She shares her journey and the lessons that she takes from her professional investing career to her personal.To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Additional resources from our episodes are available via our website.Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

Marta Norton, CFA is Morningstar Investment Managements CIO, Americas. She shares her journey and the lessons that she takes from her professional investing career to her personal.To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast <a href="https://www.speakpipe.com/Investing_Compass" rel="noopener noreferrer nofollow" target="_blank">here.</a>Additional resources from our episodes are available <a href="https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215" rel="noopener noreferrer nofollow" target="_blank">via our</a> <a href="https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215" rel="noopener noreferrer nofollow" target="_blank">website.</a>Audio Producer and mixer: <a href="https://open.acast.com/shows/61e618c9d9ce8600126e77fa/episodes/www.willton.me" rel="noopener noreferrer nofollow" target="_blank">William Ton.</a> Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer nofollow" target="_blank">acast.com/privacy</a> for more information.

Personal investing lessons from a CIO

Mark speaks about how he has structured his portfolio for income.To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Additional resources from our episodes are available via our website.Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

Mark speaks about how he has structured his portfolio for income.To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast <a href="https://www.speakpipe.com/Investing_Compass" rel="noopener noreferrer nofollow" target="_blank">here.</a>Additional resources from our episodes are available <a href="https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215" rel="noopener noreferrer nofollow" target="_blank">via our</a> <a href="https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215" rel="noopener noreferrer nofollow" target="_blank">website.</a>Audio Producer and mixer: <a href="https://open.acast.com/shows/61e618c9d9ce8600126e77fa/episodes/www.willton.me" rel="noopener noreferrer nofollow" target="_blank">William Ton.</a> Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer nofollow" target="_blank">acast.com/privacy</a> for more information.

Structuring your portfolio for income

In a listener Q&amp;A episode, we explore whether your exposure in your super should impact your assets outside of super. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Additional resources from our episodes are available via our website.Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

In a listener Q&amp;A episode, we explore whether your exposure in your super should impact your assets outside of super. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast <a href="https://www.speakpipe.com/Investing_Compass" rel="noopener noreferrer nofollow" target="_blank">here.</a>Additional resources from our episodes are available <a href="https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215" rel="noopener noreferrer nofollow" target="_blank">via our</a> <a href="https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215" rel="noopener noreferrer nofollow" target="_blank">website.</a>Audio Producer and mixer: <a href="https://open.acast.com/shows/61e618c9d9ce8600126e77fa/episodes/www.willton.me" rel="noopener noreferrer nofollow" target="_blank">William Ton.</a> Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer nofollow" target="_blank">acast.com/privacy</a> for more information.

Doubling down on exposure

In this episode, we explore annuities.To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Additional resources from our episodes are available via our website.Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

In this episode, we explore annuities.To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast <a href="https://www.speakpipe.com/Investing_Compass" rel="noopener noreferrer nofollow" target="_blank">here.</a>Additional resources from our episodes are available <a href="https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215" rel="noopener noreferrer nofollow" target="_blank">via our</a> <a href="https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215" rel="noopener noreferrer nofollow" target="_blank">website.</a>Audio Producer and mixer: <a href="https://open.acast.com/shows/61e618c9d9ce8600126e77fa/episodes/www.willton.me" rel="noopener noreferrer nofollow" target="_blank">William Ton.</a> Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer nofollow" target="_blank">acast.com/privacy</a> for more information.

Interest rate and inflation proof investment

Brian Han, is a Director of Equity Research at Morningstar Australia, as well as a comedian. In this episode, we see if he can take on a third job as a psychic. We keep him accountable to predictions that he made about the 2023 environment back in 2022. Brian explores key themes with M&amp;A, cybersecurity and cryptocurrency.To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Additional resources from our episodes are available via our website.Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

Brian Han, is a Director of Equity Research at Morningstar Australia, as well as a comedian. In this episode, we see if he can take on a third job as a psychic. We keep him accountable to predictions that he made about the 2023 environment back in 2022. Brian explores key themes with M&amp;A, cybersecurity and cryptocurrency.To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast <a href="https://www.speakpipe.com/Investing_Compass" rel="noopener noreferrer nofollow" target="_blank">here.</a>Additional resources from our episodes are available <a href="https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215" rel="noopener noreferrer nofollow" target="_blank">via our</a> <a href="https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215" rel="noopener noreferrer nofollow" target="_blank">website.</a>Audio Producer and mixer: <a href="https://open.acast.com/shows/61e618c9d9ce8600126e77fa/episodes/www.willton.me" rel="noopener noreferrer nofollow" target="_blank">William Ton.</a> Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer nofollow" target="_blank">acast.com/privacy</a> for more information.

Brian Han's Outlook

In a listener requested episode, we do a share deep dive on Charter Hall Long WALE REIT (ASX: CLW).To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Additional resources from our episodes are available via our website.Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

In a listener requested episode, we do a share deep dive on Charter Hall Long WALE REIT (ASX: CLW).To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast <a href="https://www.speakpipe.com/Investing_Compass" rel="noopener noreferrer nofollow" target="_blank">here.</a>Additional resources from our episodes are available <a href="https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215" rel="noopener noreferrer nofollow" target="_blank">via our</a> <a href="https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215" rel="noopener noreferrer nofollow" target="_blank">website.</a>Audio Producer and mixer: <a href="https://open.acast.com/shows/61e618c9d9ce8600126e77fa/episodes/www.willton.me" rel="noopener noreferrer nofollow" target="_blank">William Ton.</a> Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer nofollow" target="_blank">acast.com/privacy</a> for more information.

Share deep dive: Charter Hall Long WALE REIT

In a listener requested episode, we look at when investors should rebalance.To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Additional resources from our episodes are available via our website.Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

In a listener requested episode, we look at when investors should rebalance.To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast <a href="https://www.speakpipe.com/Investing_Compass" rel="noopener noreferrer nofollow" target="_blank">here.</a>Additional resources from our episodes are available <a href="https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215" rel="noopener noreferrer nofollow" target="_blank">via our</a> <a href="https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215" rel="noopener noreferrer nofollow" target="_blank">website.</a>Audio Producer and mixer: <a href="https://open.acast.com/shows/61e618c9d9ce8600126e77fa/episodes/www.willton.me" rel="noopener noreferrer nofollow" target="_blank">William Ton.</a> Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer nofollow" target="_blank">acast.com/privacy</a> for more information.

When to rebalance

The age old question. This episode goes through the main considerations between paying down your mortgage and investing. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Additional resources from our episodes are available via our website.Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

The age old question. This episode goes through the main considerations between paying down your mortgage and investing. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast <a href="https://www.speakpipe.com/Investing_Compass" rel="noopener noreferrer nofollow" target="_blank">here.</a>Additional resources from our episodes are available <a href="https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215" rel="noopener noreferrer nofollow" target="_blank">via our</a> <a href="https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215" rel="noopener noreferrer nofollow" target="_blank">website.</a>Audio Producer and mixer: <a href="https://open.acast.com/shows/61e618c9d9ce8600126e77fa/episodes/www.willton.me" rel="noopener noreferrer nofollow" target="_blank">William Ton.</a> Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer nofollow" target="_blank">acast.com/privacy</a> for more information.

Paying down your mortgage vs investing

Thinking of purchasing an ETF listed in the US, the UK, or any country other than Australia? Listen to this episode first. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Additional resources from our episodes are available via our website.Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

Thinking of purchasing an ETF listed in the US, the UK, or any country other than Australia? Listen to this episode first. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast <a href="https://www.speakpipe.com/Investing_Compass" rel="noopener noreferrer nofollow" target="_blank">here.</a>Additional resources from our episodes are available <a href="https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215" rel="noopener noreferrer nofollow" target="_blank">via our</a> <a href="https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215" rel="noopener noreferrer nofollow" target="_blank">website.</a>Audio Producer and mixer: <a href="https://open.acast.com/shows/61e618c9d9ce8600126e77fa/episodes/www.willton.me" rel="noopener noreferrer nofollow" target="_blank">William Ton.</a> Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer nofollow" target="_blank">acast.com/privacy</a> for more information.

Does the exchange an ETF trades on matter?

Investing compass is brought to you by Morningstar Australia. We’ll run through the fundamentals of investing, taking a deep dive of concepts and offer practical explanations, tools and resources that will allow you to invest confidently. The information contained in this podcast is general in nature, it does not take into consideration your personal objectives, financial situation or needs. Hosted on Acast. See acast.com/privacy for more information.

In this episode, we discuss the considerations for retirees in high inflation environments, and what they can do to combat it.To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Additional resources from our episodes are available via our website.Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

In this episode, we discuss the considerations for retirees in high inflation environments, and what they can do to combat it.To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast <a href="https://www.speakpipe.com/Investing_Compass" rel="noopener noreferrer nofollow" target="_blank">here.</a>Additional resources from our episodes are available <a href="https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215" rel="noopener noreferrer nofollow" target="_blank">via our</a> <a href="https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215" rel="noopener noreferrer nofollow" target="_blank">website.</a>Audio Producer and mixer: <a href="https://open.acast.com/shows/61e618c9d9ce8600126e77fa/episodes/www.willton.me" rel="noopener noreferrer nofollow" target="_blank">William Ton.</a> Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer nofollow" target="_blank">acast.com/privacy</a> for more information.

Retirement in inflationary times

ESG is often seen as a way to feel good about what you're investing in. We speak to Morningstar Director of Equity Research, ESG - Adam Fleck. He provides his a different perspective on how investors should consider ESG in their portfolio.To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Additional resources from our episodes are available via our website.Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

ESG is often seen as a way to feel good about what you're investing in. We speak to Morningstar Director of Equity Research, ESG - Adam Fleck. He provides his a different perspective on how investors should consider ESG in their portfolio.To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast <a href="https://www.speakpipe.com/Investing_Compass" rel="noopener noreferrer nofollow" target="_blank">here.</a>Additional resources from our episodes are available <a href="https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215" rel="noopener noreferrer nofollow" target="_blank">via our</a> <a href="https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215" rel="noopener noreferrer nofollow" target="_blank">website.</a>Audio Producer and mixer: <a href="https://open.acast.com/shows/61e618c9d9ce8600126e77fa/episodes/www.willton.me" rel="noopener noreferrer nofollow" target="_blank">William Ton.</a> Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer nofollow" target="_blank">acast.com/privacy</a> for more information.

How investors should actually think about ESG

We explore the competitive advantage and valuation of the insurance software provider.  To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Additional resources from our episodes are available via our website.Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

We explore the competitive advantage and valuation of the insurance software provider.  To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast <a href="https://www.speakpipe.com/Investing_Compass" rel="noopener noreferrer nofollow" target="_blank">here.</a>Additional resources from our episodes are available <a href="https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215" rel="noopener noreferrer nofollow" target="_blank">via our</a> <a href="https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215" rel="noopener noreferrer nofollow" target="_blank">website.</a>Audio Producer and mixer: <a href="https://open.acast.com/shows/61e618c9d9ce8600126e77fa/episodes/www.willton.me" rel="noopener noreferrer nofollow" target="_blank">William Ton.</a> Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer nofollow" target="_blank">acast.com/privacy</a> for more information.

Share deep dive: Fineos 

We explore how we find good ETF investments, what investors should look for, and our best pick for Income ETFs with our guest, Associate Director, Manager Research - Justin Walsh. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Additional resources from our episodes are available via our website.Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

We explore how we find good ETF investments, what investors should look for, and our best pick for Income ETFs with our guest, Associate Director, Manager Research - Justin Walsh. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast <a href="https://www.speakpipe.com/Investing_Compass" rel="noopener noreferrer nofollow" target="_blank">here.</a>Additional resources from our episodes are available <a href="https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215" rel="noopener noreferrer nofollow" target="_blank">via our</a> <a href="https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215" rel="noopener noreferrer nofollow" target="_blank">website.</a>Audio Producer and mixer: <a href="https://open.acast.com/shows/61e618c9d9ce8600126e77fa/episodes/www.willton.me" rel="noopener noreferrer nofollow" target="_blank">William Ton.</a> Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer nofollow" target="_blank">acast.com/privacy</a> for more information.

Our favourite income ETF 

New research from Morningstar looks at where active managers fall down, and why they underperform. We go through these characteristics to help investors understand what to avoid when picking an active manager for their portfolio.To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Additional resources from our episodes are available via our website.Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

New research from Morningstar looks at where active managers fall down, and why they underperform. We go through these characteristics to help investors understand what to avoid when picking an active manager for their portfolio.To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast <a href="https://www.speakpipe.com/Investing_Compass" rel="noopener noreferrer nofollow" target="_blank">here.</a>Additional resources from our episodes are available <a href="https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215" rel="noopener noreferrer nofollow" target="_blank">via our</a> <a href="https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215" rel="noopener noreferrer nofollow" target="_blank">website.</a>Audio Producer and mixer: <a href="https://open.acast.com/shows/61e618c9d9ce8600126e77fa/episodes/www.willton.me" rel="noopener noreferrer nofollow" target="_blank">William Ton.</a> Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer nofollow" target="_blank">acast.com/privacy</a> for more information.

Picking an active manager 

This episode looks at the state of the market at the end of April 2023, and discusses whether investors should make any changes to their portfolio based on the current market.To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Additional resources from our episodes are available via our website.Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

This episode looks at the state of the market at the end of April 2023, and discusses whether investors should make any changes to their portfolio based on the current market.To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast <a href="https://www.speakpipe.com/Investing_Compass" rel="noopener noreferrer nofollow" target="_blank">here.</a>Additional resources from our episodes are available <a href="https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215" rel="noopener noreferrer nofollow" target="_blank">via our</a> <a href="https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215" rel="noopener noreferrer nofollow" target="_blank">website.</a>Audio Producer and mixer: <a href="https://open.acast.com/shows/61e618c9d9ce8600126e77fa/episodes/www.willton.me" rel="noopener noreferrer nofollow" target="_blank">William Ton.</a> Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer nofollow" target="_blank">acast.com/privacy</a> for more information.

State of the Market

The stage 3 tax cuts will give high income earners a meaningful increase in take home pay. Regardless of whether you fall into this bracket, any increase in cash flow offers investors the opportunity to thoughtfully assess the best way to improve their financial position and quality of life. We provide an overview of the tax cuts, considerations for investors and hear from three members of the Morningstar team on what to do with an increase in cash flow.To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Additional resources from our episodes are available via our website.Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

The stage 3 tax cuts will give high income earners a meaningful increase in take home pay. Regardless of whether you fall into this bracket, any increase in cash flow offers investors the opportunity to thoughtfully assess the best way to improve their financial position and quality of life. We provide an overview of the tax cuts, considerations for investors and hear from three members of the Morningstar team on what to do with an increase in cash flow.To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast <a href="https://www.speakpipe.com/Investing_Compass" rel="noopener noreferrer nofollow" target="_blank">here.</a>Additional resources from our episodes are available <a href="https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215" rel="noopener noreferrer nofollow" target="_blank">via our</a> <a href="https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215" rel="noopener noreferrer nofollow" target="_blank">website.</a>Audio Producer and mixer: <a href="https://open.acast.com/shows/61e618c9d9ce8600126e77fa/episodes/www.willton.me" rel="noopener noreferrer nofollow" target="_blank">William Ton.</a> Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer nofollow" target="_blank">acast.com/privacy</a> for more information.

What would you do with some extra cash?

A key to asset allocation is understanding future expected returns for asset classes. We're joined by Matt Wacher, Chief Investment Officer, Asia Pacific of Morningstar Investment Management. He discusses the process of calculating future expected returns, where he expects there to be opportunities in the future, and how investors should use this information to make asset allocation decisions. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Additional resources from our episodes are available via our website.Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

A key to asset allocation is understanding future expected returns for asset classes. We're joined by Matt Wacher, Chief Investment Officer, Asia Pacific of Morningstar Investment Management. He discusses the process of calculating future expected returns, where he expects there to be opportunities in the future, and how investors should use this information to make asset allocation decisions. To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast <a href="https://www.speakpipe.com/Investing_Compass" rel="noopener noreferrer nofollow" target="_blank">here.</a>Additional resources from our episodes are available <a href="https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215" rel="noopener noreferrer nofollow" target="_blank">via our</a> <a href="https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215" rel="noopener noreferrer nofollow" target="_blank">website.</a>Audio Producer and mixer: <a href="https://open.acast.com/shows/61e618c9d9ce8600126e77fa/episodes/www.willton.me" rel="noopener noreferrer nofollow" target="_blank">William Ton.</a> Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer nofollow" target="_blank">acast.com/privacy</a> for more information.

Future expected returns and where to allocate assets

A larger number of investors are seeking simplicity in their portfolio. In this episode, we explore multi-asset funds and whether they can provide investors with a ready-made portfolio solution.To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Additional resources from our episodes are available via our website.Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

A larger number of investors are seeking simplicity in their portfolio. In this episode, we explore multi-asset funds and whether they can provide investors with a ready-made portfolio solution.To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast <a href="https://www.speakpipe.com/Investing_Compass" rel="noopener noreferrer nofollow" target="_blank">here.</a>Additional resources from our episodes are available <a href="https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215" rel="noopener noreferrer nofollow" target="_blank">via our</a> <a href="https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215" rel="noopener noreferrer nofollow" target="_blank">website.</a>Audio Producer and mixer: <a href="https://open.acast.com/shows/61e618c9d9ce8600126e77fa/episodes/www.willton.me" rel="noopener noreferrer nofollow" target="_blank">William Ton.</a> Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer nofollow" target="_blank">acast.com/privacy</a> for more information.

Creating a portfolio with one trade

Lithium is a hotly followed investing theme, with many investors confident of a promising future. We take a deep dive into Lithium and its outlook.To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast here.Additional resources from our episodes are available via our website.Audio Producer and mixer: William Ton. Hosted on Acast. See acast.com/privacy for more information.

Lithium is a hotly followed investing theme, with many investors confident of a promising future. We take a deep dive into Lithium and its outlook.To submit any questions or feedback, please email mark.lamonica1@morningstar.com or leave us a voicemail to feature on the podcast <a href="https://www.speakpipe.com/Investing_Compass" rel="noopener noreferrer nofollow" target="_blank">here.</a>Additional resources from our episodes are available <a href="https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215" rel="noopener noreferrer nofollow" target="_blank">via our</a> <a href="https://www.morningstar.com.au/learn/article/podcast-investing-compass/206215" rel="noopener noreferrer nofollow" target="_blank">website.</a>Audio Producer and mixer: <a href="https://open.acast.com/shows/61e618c9d9ce8600126e77fa/episodes/www.willton.me" rel="noopener noreferrer nofollow" target="_blank">William Ton.</a> Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer nofollow" target="_blank">acast.com/privacy</a> for more information.

Lithium

Investing compass is brought to you by Morningstar Australia. We’ll run through the fundamentals of investing, taking a deep dive of concepts and offer practical explanations, tools and resources that will allow you to invest confidently. The information contained in this podcast is general in nature, it does not take into consideration your personal objectives, financial situation or needs. Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer nofollow" target="_blank">acast.com/privacy</a> for more information.

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