Investing Compass
Episodes
Is the market overvalued?
28 Feb 2021
Contributed by Lukas
Market commentators have been heralding that the market is overvalued -we look at traditional indicators and where they sit compared to other signific...
Shortcut to Financial Statements
21 Feb 2021
Contributed by Lukas
We explore the balance sheet, cash flow statement and income statement. These are financial statements that you’ll find for any listed company, prov...
Bitcoin
14 Feb 2021
Contributed by Lukas
Bitcoin is a controversial topic that has split investors into three camps. Those that are fiercely for it, those that are fiercely against it, and th...
Shortcut to Asset Allocation
06 Feb 2021
Contributed by Lukas
Our shortcut to asset allocation explores this concept which has been found to contribute to over 90% of your investment returns.For any questions, co...
Morningstar take on the GameStop saga
02 Feb 2021
Contributed by Lukas
A lot of people have made a lot of money in the last few weeks. Understand the mechanics behind GameStop, shorting and the impact of short squeezes in...
International Investing
30 Jan 2021
Contributed by Lukas
This episode covers why you should have international exposure in your portfolio, then move on to how to invest internationally, covering some of the ...
Shortcut to Valuation
24 Jan 2021
Contributed by Lukas
The price of the stock doesn't always necessarily reflect its value. Our shortcut episodes explores valuation and why its important to invest wit...
How to Select Funds and ETFs
17 Jan 2021
Contributed by Lukas
For our second episode on Funds and ETFs, we go through what to look for when selecting a fund and ETF by going through a practical example. For any f...
Shortcut to Alpha and Beta
10 Jan 2021
Contributed by Lukas
We cover alpha and beta - two investing ratios that can help you understand the performance and volatility of investments.For any questions or feedbac...
What to do before you start investing
27 Dec 2020
Contributed by Lukas
Making sure you’re in a position to invest is like laying the foundations on a house. In this episode, we run through what you need to ensure your...
Christmas Gift Ideas for Investors
10 Dec 2020
Contributed by Lukas
Our Christmas episode goes through gifts you could give an investor at any part of their investing journey, from beginners to those who have been inve...
Improving Investing Outcomes for Women
08 Dec 2020
Contributed by Lukas
The importance of saving and investing is not gender-specific - it's critical for everyone. Some issues, however, disproportionately impact women...
How do interest rates impact investments?
24 Nov 2020
Contributed by Lukas
We've been in a prolonged period of falling interest rates since the mid-80s, having impacts on investment returns from different asset classes. ...
Unlocking the value of financial advice (even if you're self-advised)
12 Nov 2020
Contributed by Lukas
This episode will help people who use financial advisers understand where they can actually add value and how you can protect yourself as a consumer. ...
Investing during the US Presidential Election
27 Oct 2020
Contributed by Lukas
The US Presidential election promises to be chaotic in more ways than one. We run through how the election may cause volatility in your portfolio, wha...
What are managed funds and ETFs?
25 Oct 2020
Contributed by Lukas
As an investor, you will have different goals and objectives to the next person - stocks are not always the right solution. In this episode, we discus...
Demystifying Investing Myths
21 Oct 2020
Contributed by Lukas
We speak about if property beats stocks, whether ESG makes you trade performance for morals, or whether professional investors always know best. We ...
What is a dividend?
13 Oct 2020
Contributed by Lukas
Dividends and distributions are cash payments from investments to investors. Learn what they are, how they can fit into your investment strategy, and ...
What is a share?
05 Oct 2020
Contributed by Lukas
Share, stock, equity. What is it and how can it help you reach your goals? This episode will look at three key concepts - owning a share means owning ...
Introducing Investing Compass
30 Sep 2020
Contributed by Lukas
Welcome to Investing Compass, brought to you by Morningstar Australia. We’ll run through the fundamentals of investing, taking a deep dive of concep...