Investment Outlook: Spring Edition
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…
Investment Outlook: Winter 2021
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…
Investment Outlook: Autumn
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…
Investment Outlook: December
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…
Investment Outlook: November
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…
Investment Outlook: October
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…
Investment Outlook – September 2020
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…
Investment Outlook – August 2020
August ushers in one of the most anticipated reporting seasons for some time. Investors will be given a chance to assess the damage from the crippling COVID-19 virus on corporate performance. While ASX 200 companies…
Investment Outlook: Winter 2020
The future looks positive for the equity market, but ‘great expectations’ of the successful reopening of the economy and the eventual development of a vaccine, maybe what hampers the market’s near-term performance as we saw…
Investment Outlook: June 2020
Local and international markets have marked time in recent weeks as investors wait to see how the coronavirus outbreak will develop and what its ultimate impact will be. On the plus side, with supportive economic…
