Economics and markets

Asset Management

Investment Watch: Winter 2026 Outlook

July 13, 2026

min read

Andrew Tang (AR: 001007335)

Equity Strategist

Andrew Tang (AR: 001007335)

Equity Strategist

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.
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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.

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Disclaimer: The information contained in this report is provided to you by Morgans Financial Limited (AFSL 235410) as general advice only, and is made without consideration of an individual's relevant personal circumstances. Morgans Financial Limited ABN 49 010 669 726, its related bodies corporate, directors and officers, employees, authorised representatives and agents (“Morgans”) do not accept any liability for any loss or damage arising from or in connection with any action taken or not taken on the basis of information contained in this report, or for any errors or omissions contained within. It is recommended that any persons who wish to act upon this report consult with their Morgans investment adviser before doing so.

News & Insights

November 6, 2026

min read

How does inflation affect house prices in Australia? What to know

Ken Howard (AR: 000259290)

Private Client Adviser

How does inflation affect house prices? It lifts the cost of building and saving, but the interest rate response often matters just as much. With the RBA lifting the cash rate to 4.60% on 29 September 2026, the answer matters to buyers and owners alike.

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October 29, 2026

min read

Australian bond yields may be scary, but RBA cash rates will bite

Michael Knox (AR: 000259340)

Chief Economist and Director of Strategy

Are Australian bond yields above 5% really that unusual? Looking at more than 50 years of history suggests they may be closer to normal than many investors think. Michael Knox explores bond yields, inflation and the outlook for Australian interest rates.

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October 22, 2026

min read

Where high Australian interest rates really come from

Michael Knox (AR: 000259340)

Chief Economist and Director of Strategy

The RBA says demand is too high, but whose demand? Michael Knox looks at the IMF’s latest deficit estimates and what rising government spending means for interest rates.

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