By Tom Sartor
07 December 2022, 8:00 AM
Morgans research analysts re-set their sector views, strategies and Best Ideas as markets adapt to ongoing challenges.
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By Andrew Tang
07 December 2022, 8:00 AM
Lower valuations mean that asset markets today offer much better prospects for returns in 2023. It took a painful slump in 2022 to get there and challenges remain but we think those with a long-term horizon will be well rewarded.
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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.
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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”.
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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.
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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.
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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.
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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.
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By Fiona Buchanan
14 July 2022, 9:30 PM
Morgans analysts preview the results for 146 stocks under coverage that report in August and call out likely surprise and disappoint candidates.
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By Andrew Tang
04 July 2022, 9:00 AM
A great deal has changed since our last update - an energy shock, sharp interest rate hikes and a weaker global macro outlook. We have reduced our portfolio risk-taking as a result and brace for market volatility ahead.
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