All posts by Tom Sartor
Senior Analyst
Sectors Covered: Junior (Emerging) Resources, Bulk Materials
By Tom Sartor
29 June 2020, 10:30 AM
After some stunning rebounds, we see better opportunities among the major banks, telcos and select industrials, and among sub-segments of the REITs
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By Tom Sartor
02 June 2020, 12:40 PM
Stimulating construction and manufacturing would generate the largest positive spillover for the broader economy in the post-COVID recovery according to the ANU. Announcement of Federal stimulus in the form of new homeowner grants are widely expected this week.
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By Tom Sartor
11 May 2020, 11:30 AM
Areas to trim some profits, upgrade quality and reduce risk
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By Tom Sartor
27 April 2020, 12:00 PM
We think current events are uncovering a once-in-a-decade opportunity to gain exposure to some of the world’s best businesses. The dominant global franchises offer protection against COVID downside.
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By Tom Sartor
27 March 2020, 12:25 PM
Morgans research analysts reset their sector views, strategies and preferred picks in light of COVID-19 risks to the economy.
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By Tom Sartor
17 March 2020, 3:00 PM
We offer context and a re-iteration of our strategy for investors during unprecedented volatility.
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By Tom Sartor
12 March 2020, 12:10 PM
The Federal Government has today announced $17bn in fiscal stimulus targeted primarily at businesses and households. Our analysts give their first impressions on the impact across relevant sectors.
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By Tom Sartor
12 March 2020, 11:00 AM
We draw on the views of leading economists to explain the most likely scenarios for the global economy from here
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By Tom Sartor
28 November 2019, 12:20 PM
Morgans research analysts provide an update on key dynamics, the outlook and nominate their preferred picks by sector. The most pertinent sector views are featured in our upcoming Investment Watch – Summer 2020 outlook edition.
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By Tom Sartor
30 September 2019, 1:40 PM
Australian shares are again testing record highs, but traditional valuation metrics look stretched versus tepid profit growth. We see the most compelling opportunities among healthcare, telco and consumer discretionary stocks.
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