By Tom Sartor
12 March 2021, 8:00 AM
Dominant global consumer and technology franchises continue to leverage structural shifts accelerated by the pandemic, with Q4 results largely exceeding expectations across this cohort.
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By Andrew Tang
02 March 2021, 11:10 AM
After going missing in 2020, dividends made a big return in February. With key sectors Banks, Resources and Insurers providing positive income surprise.
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By Tom Sartor
01 March 2021, 2:15 PM
February was a stunning reporting season. Beats strongly overwhelmed misses by a record margin versus recent history. But Beats didn’t drive strong price performance.
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By Andrew Tang
18 February 2021, 9:00 AM
We outline the best calls to action from today's reporting season results. If you only read a few notes, make it these ones!
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By Tom Sartor
01 February 2021, 9:00 AM
Domestic cyclicals outperformed overly fearful market expectations in August 2020, and continue to dominate the list of names which Morgans analysts believe will respond well to February results.
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By Tom Sartor
29 January 2021, 8:30 AM
Dividend deferrals and cuts have taken a considerable toll on income investors over the past nine months. Our analysts detail where to source secure yields amidst this more challenging environment.
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By Tom Sartor
11 January 2021, 3:40 PM
Examining the Commodities rally with perspective versus previous cycles, including the most interesting recent news and opportunities. Morgans Equity Strategist, Tom Sartor guides us through the opportunities in this new cycle for 2021.
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By Andrew Tang
12 November 2020, 5:10 PM
We highlight opportunities to rebalance your portfolio – stocks you could potentially trim to provide a funding source for the re-opening trade.
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By Andrew Tang
05 November 2020, 11:04 AM
While we share the same concerns in the near term, we think equity markets will invariably look past the risks and focus on how the economy can heal. In this piece, I outline below our reasons for why we believe the market will eventually trend higher over the next 6-12 months.
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By Andrew Tang
19 October 2020, 4:25 PM
The research team nominates stocks that could surprise or disappoint the market as we close out first half FY21.
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