By Andrew Tang
01 November 2022, 2:00 PM
The RBA had slowed policy tightening to 25bps from 50bps at its last meeting.
Read more...
By Tom Sartor
25 October 2022, 10:30 PM
We consider the implications of the Federal Budget 2022-23 on the outlook for Australian shares.
Read more...
By Terri Bradford
25 October 2022, 9:00 PM
The Albanese Government hands down its October Federal Budget for 2022-23 with the key theme of “building a better future”.
Read more...
By Tom Sartor
01 October 2022, 7:30 AM
Morgans research analysts re-set their sector views, strategies and Best Ideas as markets adapt to emerging challenges.
Read more...
By Andrew Tang
01 October 2022, 7:00 AM
We prefer assets with defensive characteristics, inflation protection and lower correlation to the economic cycle. The ongoing volatility and market dislocation will present tactical opportunities, so investors are advised to be nimble with their cash holdings.
Read more...
By Tom Sartor
08 September 2022, 7:00 AM
Several global franchises are trading at 20-35% discounts to consensus estimates of intrinsic value, offering opportunities for long-term portfolio investors.
Read more...
By Andrew Tang
06 September 2022, 3:00 PM
Given the ongoing strength in employment and consumer spending, the RBA has raised the cash rate a further 50bps to 2.35%, the highest level since February 2015.
Read more...
By Michael Knox
30 November 2018, 1:47 PM
A declining stocks to consumption ration of iron ore in China will put upward pressure on the price.
Read more...
By Michael Knox
29 November 2018, 12:00 PM
The equities market is moderately cheap and should rally from here. Still, continual Fed tightening is slowly squeezing fundamentals.
Read more...
By Michael Knox
23 November 2018, 2:09 PM
Spectacular growth in earnings per share for the S&P500 are giving way to slower but solid growth.
Read more...