Morgans Best Ideas: July 2021

By Andrew Tang

01 July 2021, 9:30 AM

New additions this month include Spark Infrastructure and Technology One. Other notable recent additions: ANZ, Sonic Healthcare, Reliance Worldwide, Tyro Payments and Whitehaven Coal.

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Market momentum

By Tom Sartor

28 June 2021, 2:30 PM

It’s easy to argue the market is increasingly pricing equities on relative basis, heavily influenced by momentum. Equity Strategist Tom Sartor identifies potential areas of risk and opportunity amid the current market, and coming into EOFY.

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Australia Strategy: Why catalysts are key

By Tom Sartor

14 May 2021, 2:30 PM

Adverse macro-economic forces, or at least investor fears of them, have again taken control of short term market direction. But as we’ve seen many times before, we think company fundamentals will again re assert themselves.

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