Investment Watch is a quarterly publication produced by Morgans that delves into key insights for equity and economic strategy. This latest publication will cover;
- Asset Allocation – not the time to play defence
- Economic Strategy – averting a world recession
- Equity Strategy – attention turns to August
- Resources & Energy – domestic gas coming to the boil
- Banks – befuddling
- Updated Morgans Best Ideas
Morgans clients receive exclusive insights such as access to our latest Investment Watch publication. Download the preview now.
Preview
We think the investment landscape remains favourable. The US economic fundamentals are strong with no significant downside risks to growth in the near-term. European leading indicators suggest a turning point is near and China’s cyclical recovery is still gaining momentum after bottoming earlier in the year.
Meanwhile, the Australian economy continues to defy expectations of a sharper slowdown. In our view, this is not the time to play defence and continue to expect growth assets such as equities and property to do well. This quarter, we look at tactical opportunities in private credit, global equities and across the Australian equity market (resources, agriculture, travel and technology).
