Investment Watch Winter 2021 Outlook

Investment Watch Winter 2021 Outlook is now available.

We are at a challenging juncture for markets. Investors are grappling with interpreting solid economic data and the reaction of ultra-accommodative central bank monetary settings.

We see the path out of the COVID-19 shock as a “restart” and not a typical business cycle “recovery”. The broadening restart – coupled with our belief that this will not translate into rapidly higher interest rates – underpins our pro-risk stance.

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

Asset allocation — the global 'restart' taking shape
Economics — solid growth set to continue
Equity strategy — cyclical tilt remains in play
Listed Investment Trusts — finding income
Commodities — reflation tailwinds
And much more...

Download Investment Watch Winter 2021 Outlook

Download Investment Watch Winter 2021 Outlook.

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

Need access?

You are welcome to start a two-week trial of our online platform, which provides access to detailed market analysis and insights, provided by our award-winning research team.

Create trial account

Print this page
Copy Link