Morningstar's 2025 Outlook report ranks Australia as one of the least favourable for investor opportunities. So where might investors look instead?

Matt Wacher, Chief Investment Officer Asia Pacific at Morningstar, talks to Sean Aylmer about China, Korea, Europe, AI stocks and a range of other opportunities picked out by the Morningstar team.

This is general information only. You should seek professional advice before making investment decisions.

Morningstar's 2025 Outlook report ranks Australia as one of the least favourable for investor opportunities. So where might investors look instead? Matt Wacher, Chief Investment Officer Asia Pacific at Morningstar, talks to Sean Aylmer about China, Korea, Europe, AI stocks and a range of other opportunities picked out by the Morningstar team. This is general information only. You should seek professional advice before making investment decisions.

Business news you can use. A daily business news podcast with journalists Sean Aylmer and Michael Thompson. Find out more at https://fearandgreed.com.au

Business news you can use. A daily business news podcast with journalists <a href="https://www.linkedin.com/in/sean-aylmer-9922068/" data-saferedirecturl="https://www.google.com/url?q=https://www.linkedin.com/in/sean-aylmer-9922068/&amp;source=gmail&amp;ust=1689199223540000&amp;usg=AOvVaw0wu3ezGEfBZFYspJbTTaYL">Sean Aylmer</a>&nbsp;and&nbsp;<a href="https://www.linkedin.com/in/mcwthompson/" data-saferedirecturl="https://www.google.com/url?q=https://www.linkedin.com/in/mcwthompson/&amp;source=gmail&amp;ust=1689199223540000&amp;usg=AOvVaw08pZ8jZ88rHJgCfbHkTr5k">Michael Thompson</a>.&nbsp;Find out more at&nbsp;<a href="https://protect-au.mimecast.com/s/7AmQCOMxmAtl5q0qiE-KY7?domain=fearandgreed.com.au/" data-saferedirecturl="https://www.google.com/url?q=https://protect-au.mimecast.com/s/7AmQCOMxmAtl5q0qiE-KY7?domain%3Dfearandgreed.com.au/&amp;source=gmail&amp;ust=1689199223540000&amp;usg=AOvVaw1DLq_FuqjEt3HC-ZK1704H">https://fearandgreed.com.au</a>

Fear and Greed is Australia's most popular business podcast.

FEAR & GREED | Business News

Business journalist Sean Aylmer talks to leaders about all things business in the Fear and Greed daily interview. 

Business journalist <a href="https://www.linkedin.com/in/sean-aylmer-9922068/">Sean Aylmer</a> talks to leaders about all things business in the <a href="https://fearandgreed.com.au/">Fear and Greed</a> daily interview.

Business journalist Sean Aylmer talks to leaders about all things business in Fear and Greed Interviews.

Fear and Greed Interviews

Daily business news for people who make their own decisions, with business journalist Sean Aylmer and Michael Thompson. Find out more at https://fearandgreed.com.au

Daily business news for people who make their own decisions, with business journalist <a href="https://www.linkedin.com/in/sean-aylmer-9922068/">Sean Aylmer</a> and <a href="https://www.linkedin.com/in/mcwthompson/">Michael Thompson</a>. Find out more at <a href="https://protect-au.mimecast.com/s/7AmQCOMxmAtl5q0qiE-KY7?domain=fearandgreed.com.au/">https://fearandgreed.com.au</a>

Interview: Morningstar's top investment picks for 2025

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/11d0b72d-cf09-4bfb-ab9e-b24000a70555/transcript

Airlines around the world are grappling with soaring fuel costs as the conflict in the Middle East pushes up oil prices. At the same time, Qantas and Virgin Australia are still running major airfare sales - while Qantas has been forced to delay its ambitious Project Sunrise launch.

Sean Aylmer speaks with Jakob Cakarnis, Managing Director, Equity Research at Jarden, about the outlook for Australia’s aviation sector, including why direct flights from Sydney and Melbourne to London and New York matter so much to Qantas, and how rising fuel prices are changing airline economics.

This is general information only. You should seek professional advice tailored to your circumstances before making investment decisions.

Airlines around the world are grappling with soaring fuel costs as the conflict in the Middle East pushes up oil prices. At the same time, Qantas and Virgin Australia are still running major airfare sales - while Qantas has been forced to delay its ambitious Project Sunrise launch. Sean Aylmer speaks with Jakob Cakarnis, Managing Director, Equity Research at Jarden, about the outlook for Australia&rsquo;s aviation sector, including why direct flights from Sydney and Melbourne to London and New York matter so much to Qantas, and how rising fuel prices are changing airline economics. This is general information only. You should seek professional advice tailored to your circumstances before making investment decisions.

Q+A: Oil prices, old planes and airfare wars: inside Australia’s airlines

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/1e224b73-d46b-4f5d-a582-b45600c5dce3/transcript

This is the Fear & Greed Afternoon Report - everything you need to know about what happened in the markets, economy and world of business today, in just a few minutes.


ASX off 0.4pc after US Iran strikes


Atlas Arteria worth $1b more than offer


Fisher & Paykel, Kogan.com surge


Sam Altman says Australia could lead data centres


Pope Leo’s AI intervention

Join our free daily newsletter here.

This is the&nbsp;<a href="https://fearandgreed.com.au/">Fear &amp; Greed</a> Afternoon Report - everything you need to know about what happened in the markets, economy and world of business today, in just a few minutes.
<ol>
<li aria-level="1">
ASX off 0.4pc after US Iran strikes
</li>
<li aria-level="1">
Atlas Arteria worth $1b more than offer
</li>
<li aria-level="1">
Fisher &amp; Paykel, Kogan.com surge
</li>
<li aria-level="1">
Sam Altman says Australia could lead data centres
</li>
<li aria-level="1">
Pope Leo&rsquo;s AI intervention
</li>
</ol>
Join our <a href="https://fearandgreed.com.au/newsletter-signup">free daily newsletter here</a>.

Afternoon Report | ASX dips on new Iran strikes

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/8d921fff-1577-42c8-86cc-b45600705e07/transcript

The federal government backs down, slightly, on capital gains tax changes. 

Tuesday 26 May 2026
Qantas’ plans for non-stop flights from Sydney and Melbourne to London and New York delayed again
Why people don’t trust AI in the property market
Donald Trump says he is in no rush to do a deal with Iran
The competition watchdog ponders a fair price for a stamp

Hit follow on the podcast so you don’t miss the latest news

Join our free daily newsletter here

And don’t miss the latest episode of How Do They Afford That? - how to entertain well (without overspending). Get the episode from APPLE, SPOTIFY, or anywhere you listen to podcasts.

The federal government backs down, slightly, on capital gains tax changes.&nbsp;
Tuesday 26 May 2026
<ul>
<li aria-level="1">Qantas&rsquo; plans for non-stop flights from Sydney and Melbourne to London and New York delayed again</li>
<li aria-level="1">Why people don&rsquo;t trust AI in the property market</li>
<li aria-level="1">Donald Trump says he is in no rush to do a deal with Iran</li>
<li aria-level="1">The competition watchdog ponders a fair price for a stamp</li>
</ul>
Hit follow on the podcast so you don&rsquo;t miss the latest news
Join our free <a href="https://fearandgreed.com.au/newsletter-signup">daily newsletter here</a>
And don&rsquo;t miss the latest episode of&nbsp;<a href="https://fearandgreed.com.au/how-do-they-afford-that-sugar-mamma-canna-campbell/">How Do They Afford That?</a> - how to entertain well (without overspending). Get the episode from <a href="https://podcasts.apple.com/au/podcast/how-do-they-afford-that/id1644255235">APPLE</a>,<a href="https://open.spotify.com/show/1EW5WRlRh7MovSBNkk6dG8?si=b2203ec2fa934a14"> SPOTIFY</a>, or anywhere you listen to podcasts.

CGT backdown; Qantas long-haul plans delayed; Trump in no rush to do deal

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/17ada99d-0a79-49be-94ce-b45500bbd2dd/transcript

Interview: Morningstar's top investment picks for 2025

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