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 over the past few weeks.
In this Winter Outlook edition, Morgans look at the shape of the recovery from the COVID-19 pandemic and implications for the global economy. They update asset allocation benchmarks to reflect the realities of the current investment climate and review the outlook for some key sectors such as Banks, Retail, Telecommunications and Resources.
Read more in Morgans monthly Investment Watch Update
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DISCLAIMER: The material and contents provided in this publication are informative in nature only. It is not intended to be advice and you should not act specifically on the basis of this information alone. If expert assistance is required, professional advice should be obtained.