Rebalancing, tax-loss selling, and buying on the dip are among the productive moves to consider. (8 mins)

Director of manager selection Aman Ramrakha and director of research products Rick Di Cristoforo provide the quarterly update. (35 mins)

Sustainable funds have faced a challenging six months, with only 31% outperforming their peers within their respective categories. The longer-term picture remains more positive, with 55% of sustainable investments with five-year track records outperforming peers within their respective Morningstar Categories.

Morningstar’s monthly Best Stock Ideas highlights high-quality Australian and New Zealand companies, which are currently trading at discounts to our assessed fair values. The ideas, chosen from our coverage of nearly 200 companies, are intended to have broad application in a variety of equity strategies, but individuals should consider their personal investment goals and positioning before investing.