Investment Watch Autumn 2021 Outlook

Investment Watch Autumn 2021 Outlook is now available.

We see the path out of the COVID-19 shock as a “restart” – not a typical business cycle “recovery”. The key reasons are the distinct nature of the shock, broad-based pent-up demand and different inflation dynamics.

The passage of the US$1.9trn fiscal package and an accelerating vaccination ramp-up magnify these factors, and we believe the restart will likely be stronger than markets expect.

Inflation dynamics and improving economic growth will have a significant impact on bond yields – something that investors haven’t had to contend with for some time.

This quarter we look at what this means for Asset Allocation in 2021. We also look at what the economic restart means for the key industries in the ASX.

Highlights

Equity strategy — positioning for a restart
Economics — why bond yields must go up
Banks — results far better than expected
Energy — refueling on fundamentals
Updated asset allocation settings
Morgans best ideas
And much more...

Download Investment Watch Autumn 2021 Outlook

Alternatively, contact your adviser or nearest Morgans office for a copy.

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