Investment Watch is a quarterly publication delivering insights into equity strategy and economic trends. The Winter 2026 edition explores how the global economy enters Q3 2026 with the Iran conflict re-escalating, a reminder that the road to resolution is rarely straight. Markets have absorbed the renewed uncertainty better than many feared, reflecting the underlying resilience we have been backing all year.

Investment Watch is a quarterly publication produced by Morgans that delves into key insights for equity and economic strategy.

This edition arrives with the Iran conflict re-escalating, yet markets have absorbed the renewed uncertainty better than many feared. That resilience is why we stay the course. We see a strong second half for growth assets, powered by artificial intelligence, energy security and a global earnings cycle that keeps delivering.
‍
The watchpoint is inflation. It is proving stickier than hoped, keeping interest rates higher for longer and rewarding investors who focus on income over speculation. We are optimistic, but clear eyed. The best returns in the second half will go to those who stay invested, stay diversified, and resist the temptation to sit on the sidelines.


Morgans clients receive exclusive insights such as access to our latest Investment Watch publication. Contact us today to begin your journey with Morgans.

      
Contact us
      
      
Find an adviser
      
Find out more
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Good planning and financial discipline now is important for your financial security - whether it’s buying your first car, travelling overseas or saving for a house deposit.
Find out more
No items found.
Gain foundational knowledge on investing, including strategies, risk assessment, and tips for building a diversified portfolio.
Find out more
Investing Fundamentals
Learn about Self-Managed Super Funds (SMSFs), their features, benefits, and how they offer greater control over your superannuation.
Find out more
Wealth Management
Investing Fundamentals
January 30, 2026
5
March
2024
2024-03-05
min read
Mar 05, 2024
Reporting Season Review: February 2024
Andrew Tang (AR: 001007335)
Andrew Tang (AR: 001007335)
Equity Strategist
A comprehensive review of the February 2024 reporting season, covering key financial results and market takeaways.
Find out more
Economics and markets
You’ll need to develop an investment strategy for your SMSF. Find out your investment options and investment restrictions.
Find out more
Wealth Management
Investing Fundamentals
January 30, 2026
24
January
2024
2024-01-24
min read
Jan 24, 2024
Reporting Season Playbook: February 2024
Alexander Mees (AR: 001289080)
Alexander Mees (AR: 001289080)
Head of Research
Morgans analysts preview the results for 150 stocks under coverage that report in February and call out likely surprise and disappoint candidates.
Find out more
Research
No results found.