Economics and markets
30
October
2023
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min read
Cash Rate Steady at 4.10%
Andrew Tang
Equity Strategist
The Reserve Bank maintains the cash rate at 4.10%, analyzing the decision's impact on the economy and borrowers.
30
October
2023
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min read
Asset Allocation Update: Q4 2023 Outlook
Andrew Tang
Equity Strategist
The US economy has remained resilient supported by robust job gains and consumer spending. The Fed’s aggressive rate hikes will slow the economy and lead to a slowdown into year-end.
30
July
2023
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min read
Winter 2023: Equity Sector Strategies
Tom Sartor
Senior Analyst/Strategist
Morgans research analysts re-set their sector views, strategies and best ideas as unfolding forces challenge investors.
30
June
2023
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min read
Asset Allocation Update: Q3 2023 Outlook
Andrew Tang
Equity Strategist
A strategic look at asset allocation for Q3 2023, with insights to optimize your portfolio in a changing market.
3
May
2023
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min read
Federal Budget 23/24 - Walking the Fiscal Tightrope
Andrew Tang
Equity Strategist
The 2023-24 Budget largely follows those that have gone before, taking a small step toward balance sheet repair but generally favouring fiscal expansion.
30
March
2023
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min read
Australia Strategy: Global Leaders Update
Tom Sartor
Senior Analyst/Strategist
Our Asset Allocation update – 2023 Outlook details our recommended 17% exposure to international equities for investors with a Balanced risk profile.
30
March
2023
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min read
Asset Allocation Update: Q2 2023 Outlook
Andrew Tang
Equity Strategist
This quarter we take a cautious tilt: overweight cash, underweight developed market (DM) stocks and neutral fixed interest/Australian equities.
30
March
2024
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min read
Reporting Season Review: February 2024
Andrew Tang
Equity Strategist
A comprehensive review of the February 2024 reporting season, covering key financial results and market takeaways.
30
January
2021
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min read
Reporting Season Playbook: First Half 2021
Tom Sartor
Senior Analyst/Strategist
Heading into February results, we examine key strategic themes across earnings trends, the cyclicals rotation, yield security, rising AUD impacts and resources.
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