As inflation rates surge to multi-decade highs, central banks have started what we expect to be the most aggressive cycle of interest rate increases since the late 1980s/early 1990s. The spectre of significantly higher interest…
The ATO has flagged four priority areas this tax season where people are making mistakes. With tax season almost upon us the Australian Taxation Office (ATO) has revealed its four areas of focus this tax…
Another year passes by and we look to 2022 with a sense of optimism as the world economy heals from the scars of 2020. With the holiday season around the corner, Morgans take this opportunity…
Markets are set to close 2021 with a renewed sense of optimism as the debilitating lockdowns in Victoria and NSW are set to end. The domestic recovery had been stronger than anticipated prior to the…
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. Morgans see the path out of the COVID-19 shock as…
In this issue, Morgans 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…
Morgans continue to uncover compelling market opportunities amongst the market noise. Early signs point to a recovery in the global economy through 2021, and while conditions are subdued, the Australian economy remains resilient despite the…
When we look at the immediate outlook for the equity market it is easy to point to reasons to sit on the sidelines. We know that markets don’t like uncertainty and there is the potential…
Australia escaped the initial onslaught of COVID-19 relatively lightly. The GDP declined in the June quarter, while a substantial 7.0%, was rather less than the 9% or so experienced by the median OECD economy. It…
COVID-19 continues to be the prime influence on the investment outlook. At present, the consensus view among forecasters remains that both the global and domestic economies will recover in 2021, which means those sectors previously…
