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 most affected by COVID-19 lockdowns could regain some lost ground.
This dynamic played out through the August results, where company performance generally fared better than expected, particularly among domestic cyclicals. This should offer some comfort amidst the uncertainty. This month Morgans discuss the key themes out of reporting season and explore the economic outlook as the world heals from the COVID-19 pandemic.
Read more in Morgans monthly Investment Watch Update
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