Podcast: Examining the commodities rally

By Tom Sartor

11 January 2021, 3:40 PM

Examining the Commodities rally with perspective versus previous cycles, including the most interesting recent news and opportunities. Morgans Equity Strategist, Tom Sartor guides us through the opportunities in this new cycle for 2021.

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US Election: Cut through the noise

By Andrew Tang

05 November 2020, 11:04 AM

While we share the same concerns in the near term, we think equity markets will invariably look past the risks and focus on how the economy can heal. In this piece, I outline below our reasons for why we believe the market will eventually trend higher over the next 6-12 months.

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Reporting Season Scorecard: A decent start

By Andrew Tang

17 August 2020, 3:20 PM

Reporting season kicked off in earnest last week with ~13% of the ASX 300 reporting results. The low bar for earnings was clearly evident with the bulk of companies reporting either inline or above (low) expectations despite median reported FY20 EPS growth coming in at -9%.

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