Equity markets continue in an upward trend as expectations of rate cuts firm up following the weak Q1 inflation data. Economist Michael Knox explains why he believes there’s a case for two rate cuts this year and we look at the implications of this for asset allocation. We retain a cautious stance and see opportunities in the Healthcare sector to protect portfolios.
The Buy Now Pay Later space has received significant investor interest as more players enter the market. This month, we look at the opportunities in this space and highlight the key players.
Read more in Morgans monthly Investment Watch Update.
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