Our Research
Our award-winning researchers make up one of Australia’s largest financial research teams.
The Morgans research team draws on a broad range of commercial experience. We cover many aspects of the Australian market, including macro economic strategy, equity strategy, sector and individual company analysis, as well as technical analysis.
Reporting Season
Reporting Season Wrap
We break down the standout performances, highlighting which stocks outperformed and which ones fell short of expectations. We also discuss our "Best Ideas"—stocks that we believe offer the most attractive risk-adjusted returns over the next 12 months, backed by a strong level of conviction. This summary provides key insights into the winners and laggards from this reporting season.
Research insights
Explore the latest news and insights on ASX and internationally listed companies direct from our research analysts. Stay informed about market trends, financial analyses, and strategic moves. Our comprehensive research keeps you updated for informed investment decisions in the dynamic landscape of the Australian stock market.
The Month Ahead | 3 ways to play AI
Jensen Huang, the rockstar CEO of NVIDIA, recently described Artificial Intelligence (AI) as ‘the most transformative technology of the 21st Century’ which ‘will affect every industry and aspect of our lives’.
We offer one framework for thinking about this in the Month Ahead for November. We recommend investors start making sense of AI by considering stock opportunities in three distinct areas: Artificial Intelligence Providers, Digital Infrastructure, and Data Networks
Investment Watch
Investment Watch is a quarterly publication produced by Morgans that delves into key insights for equity and economic strategy.
This latest publication will cover:
Economics – A brighter outlook for Australian resources
Fixed Interest Opportunities – 2024 Additions
Asset Allocation – A decisive turn in the global rate cutting cycle
Equity Strategy – Reweighting ASX 20 exposures
Resources and Energy – China monetary stimulus impact
Travel - Demand trends still solid
Technology - Rate cuts lend support but fully valued overall
Telco - Still seeing better value elsewhere
Property - Nearing the peak
Your Wealth – Second Half 2024
Your Wealth is a half-yearly publication produced by Morgans, that delves into key insights for Wealth Management, including the key spotlight article ‘An introduction to the benefits of Challenger CarePlus.’
This latest publication also covers understanding the benefits of a CarePlus annuity for aged care, the proposed Div296 tax, averting a world recession, super and tax next financial year and expectations on how illiquid assets in SMSFs are valued.
The Morgans research team has established a distinct network of industry contacts and utilised this network effectively, consistently earning high rankings in the Thomson Reuters Analyst Awards for accuracy and stock picking. With over 200 companies under coverage, clients have full access to insights to inform investment decisions.
Company coverage
Our team conducts thorough research and analysis for over 200 ASX-listed companies, providing comprehensive reports and recommendations.
Morgans clients enjoy exclusive access to a range of market reports, including daily, weekly, and monthly updates, as well as Morgans Daybreak for overnight summaries of crucial market data. Our Afternoon Market Wrap offers concise recaps of ASX movements and notable news stories. We also produce special bulletins on key stock picks and provide technical support to keep advisers informed about legislation, superannuation, and investment strategies.
Latest research
The Morgans research team produces comprehensive research reports and recommendations for ASX-listed and international companies through fundamental analysis and technical analysis.
Morgans clients, gain exclusive access to the latest updates, research reports, announcements, and charts by simply searching for the ASX code or company name. Stay ahead of the curve and make informed investment decisions with our expert insights at your fingertips.
Economics and strategy
Morgans Chief Economist, Michael Knox, regularly produces Australian and global economic updates and strategy pieces for our advisers and clients using his models. Every quarter, Michael also provides his outlook on key economic and market indicators such as GDP, interest rates, currency, commodities and sharemarkets.
You'll find further investment strategy articles within our quarterly Investment Watch publication. They feature sector reviews, our top-rated stocks, model portfolios (income, balanced and growth) and more.
Research policies
Morgans prioritises transparency and integrity in our analytical processes by disclosing methodology, data sources and upholding ethical standards. This commitment ensures our clients receive reliable and unbiased research insights. By adhering strictly to industry regulations and best practices, we aim to build long-term relationships based on trust and confidence with our clients. View our comprehensive research policies, including our Research Coverage Policy, Research Independence Statement and Research Recommendation Structure.
