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Research notes

Stay informed with the most recent market and company research insights.

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Research Notes

Collins Foods (CKF) - 1H24 result: Value bucket

3:27pm
November 28, 2023

Aroa Biosurgery (ARX) - Looking to a stronger 2H

3:27pm
November 28, 2023

News & insights

Research

October 22, 2026
October 22, 2026
min read
Where high Australian interest rates really come from
Michael Knox (AR: 000259340)
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.
Read more

October 20, 2026
October 19, 2026
min read
Investment Watch: Spring 2026 outlook
Andrew Tang (AR: 001007335)
Andrew Tang (AR: 001007335)
Equity Strategist
Investment Watch is a quarterly publication that delves into key insights for equity and economic strategy. This edition arrives as markets enter the final quarter of 2026 facing higher interest rates for longer. Renewed tension in the Middle East has pushed energy prices back up, and the RBA and US Federal Reserve have both responded by raising rates.
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October 14, 2026
October 14, 2026
min read
Why is the ASX underperforming global markets? Where Morgans sees opportunity
Dianne Colledge (AR: 000250860)
Dianne Colledge (AR: 000250860)
Private Client Adviser
Why is the ASX lagging global markets? Morgans adviser Dianne Colledge explains the key drivers and the ASX stocks with offshore earnings she is watching.
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