Morgans Blog | Morgans

2023 Morgans QLD Conference: Key picks and highlights

27 October 2023, 8:30 AM

Morgans was pleased to host its 33rd Annual Queensland Conference featuring 42 companies across a broad cross-section of the economy.

Australia Strategy: Catalyst season

By Tom Sartor

09 October 2023, 8:00 AM

Macro forces clearly have market leadership at the minute, but choppy markets do offer up compelling investing opportunities amidst the noise.

Australia Strategy: Spring 2023 - Equity sector strategies

By Tom Sartor

05 October 2023, 8:00 AM

Morgans research analysts re-set their sector views, strategies and Best Ideas as evolving forces pose challenging markets.

Cash rate steady at 4.10%

By Andrew Tang

03 October 2023, 1:30 PM

At her first Board meeting, Michele Bullock stuck to the script and left rates on hold.

Asset Allocation Update – 2023 Q4 Outlook

By Andrew Tang

03 October 2023, 1:00 PM

This quarter, we increase our cautious tilt: overweight cash, and underweight risky assets including Global and Australian equities, and real assets. We remain balanced on fixed interest.

Reporting Season Playbook: August 2023

By Alexander Mees

18 July 2023, 8:00 AM

Morgans analysts preview the results for 145 stocks under coverage that report in August and call out likely surprise and disappoint candidates.

Winter 2023: Equity sector strategies

By Tom Sartor

03 July 2023, 8:00 AM

Morgans research analysts re-set their sector views, strategies and best ideas as unfolding forces challenge investors.

Asset Allocation Update – 2023 Q3 Outlook

By Andrew Tang

23 June 2023, 8:00 AM

A new regime of heightened volatility is playing out. The impact of higher interest rates is starting to be felt and counting on broad market moves won’t do now, in our view.