Investment Watch – Winter 2019 Outlook

Investment Watch – Winter 2019 Outlook is now available for Morgans clients.

As we enter the second half of the year, there is a renewed sense of optimism for markets. Central Banks have struck a more dovish tone and stability in Canberra will provide confidence for businesses to start investing again. FY19 reporting season in August will be a timely health check.

This month we look at sectors that will benefit from the more favourable conditions including Telecommunications, REITs, Online Media and Technology.

We update our Asset Allocation settings and Michael Knox also explains why he thinks the Fed may hold fire on cutting rates in July.

Highlights

Economics – the US economy is slowing, but will the Fed cut...
Equity strategy – recommended asset allocations
Property – strong performance year to date
Diversified financials – select opportunities
Online Media and Technology – patience required
Telco – turning the corner
Resources/Energy – cautious around trade...
Healthcare – M&A in focus
Agriculture, Food and Chemicals – drought carries over
Sector and stock preferences
High conviction stock picks for the month
The importance of international diversification

Download Investment Watch Winter 2019

Morgans clients can login to view Investment Watch – Winter 2019 Outlook. Alternatively contact your adviser or nearest Morgans office for a copy.

Print this page
Copy Link