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Investing Compass
Should I reinvest my dividends?
Season 6, Ep. 10
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Mark goes through why the conventional wisdom is to reinvest dividends, but despite this, why he has stopped.
This week, Mark’s Unconventional Wisdom column takes a deep dive into the Yale model. He looks at whether Industry superfunds are following the wrong investment strategy, as there are signs that it may not work as well in the future as it has in the past.
For International Women's Day, Shani's Future Focus column looks at how women have been able to find financial security regardless of vigorous societal opposition, looking at examples from different cultures around the world. She leans into new research from Morningstar's Behavioural Research team to provide evidence based insights on how to increase your financial security by focusing on strengthening your foundations.
Australians are often told that the only way to achieve wealth is through the property market. This week Sim explores the question many young people are grappling with amid sky rocketing house prices, should you invest in shares or save for a house deposit?
A company’s moat and the returns on capital it is able to generate for shareholders are not static. Over time they can get better or they can get worse, for reasons in and outside of a company’s control. In this week’s Bookworm, Joseph looks at two Aussie companies that may be scoring what Pat Dorsey sees as a classic own goal when it comes to capital allocation.
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.
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