By Andrew Tang
05 October 2021, 8:00 AM
Global markets have been reintroduced to volatility as multiple macroeconomic risks to the economic restart emerge.
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By Andrew Tang
06 September 2021, 12:00 PM
August rounded out another successful reporting period for listed companies boosted by resilient demand and healthy balance sheets. Investors were treated to a record +$38bn in dividends despite the near-term uncertainty, signalling confidence in the post-pandemic economy
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By Andrew Tang
07 July 2021, 10:40 AM
Morgans Strategist Andrew Tang compares the current post-Covid market cycle to 2004. While history might not repeat itself it does often rhyme.
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By Andrew Tang
21 June 2021, 5:00 PM
Economic data have been strong, and we expect more of the same as economies restart amid pent-up consumer demand and supply shortages. We advocate looking through near-term market volatility and remain pro-risk.
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By Andrew Tang
11 May 2021, 9:55 PM
In our view, the Budget is unlikely to bring about significant revisions to corporate earnings, however the ongoing commitment to support the economic ‘restart’ will underpin market sentiment and lead to further gains over the next 6-12 months.
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By Tom Sartor
13 April 2021, 10:00 AM
Morgans research analysts re-set their sector views, strategies and best stock ideas as the 2021 economic restart builds momentum.
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By Andrew Tang
31 March 2021, 5:00 PM
We see the rapid rollout of the COVID-19 vaccine, accommodating monetary policy and additional fiscal support as underpinning risk assets over the next 6 to 12 months. Click to read our full asset allocation update.
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By Tom Sartor
12 March 2021, 8:00 AM
Dominant global consumer and technology franchises continue to leverage structural shifts accelerated by the pandemic, with Q4 results largely exceeding expectations across this cohort.
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By Andrew Tang
02 March 2021, 11:10 AM
After going missing in 2020, dividends made a big return in February. With key sectors Banks, Resources and Insurers providing positive income surprise.
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By Tom Sartor
01 March 2021, 2:15 PM
February was a stunning reporting season. Beats strongly overwhelmed misses by a record margin versus recent history. But Beats didn’t drive strong price performance.
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