By Fiona Buchanan
14 July 2022, 9:30 PM
Morgans analysts preview the results for 146 stocks under coverage that report in August and call out likely surprise and disappoint candidates.
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By Andrew Tang
04 July 2022, 9:00 AM
A great deal has changed since our last update - an energy shock, sharp interest rate hikes and a weaker global macro outlook. We have reduced our portfolio risk-taking as a result and brace for market volatility ahead.
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By Tom Sartor
01 July 2022, 10:30 AM
Morgans research analysts re-set their sector views, strategies and Best Ideas as markets adapt to new financial and geopolitical challenges.
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By Tom Sartor
23 May 2022, 9:00 AM
We don’t expect any immediate major market implications, although investor sentiment toward heavy emitters (generation, mining, oil&gas) could plausibly take a knock. The result didn’t surprise the bookmakers, nor the pre polling and is unlikely to surprise the market.
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By Andrew Tang
10 May 2022, 10:00 AM
Equity Strategist Andrew Tang, explores the relationship between rising interest rates and equity market performance. Should investors fear the worse or is this another buying opportunity?
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By Andrew Tang
03 May 2022, 4:35 PM
Tighter financial conditions for households and companies will create a different set of winners and losers from the past two years. We suggest investors review portfolio positioning to account for inflation that appears to be stickier than anticipated.
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By Tom Sartor
04 April 2022, 12:00 PM
Morgans research analysts re-set their sector views, strategies and Best Ideas as markets adapt to new financial and geopolitical challenges.
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By Andrew Tang
30 March 2022, 10:00 AM
Big on spending but light on structural reform
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By Andrew Tang
21 March 2022, 9:00 AM
A dramatic escalation of geopolitical risks, commodity prices, the Fed rate hike expectations, and cautious market positioning provides investors with a broad scope of potential outcomes over the next few months.
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By Andrew Tang
07 March 2022, 10:25 AM
February result beats were among the strongest in recent history, but stocks (frustratingly) failed to hold onto price gains, or enjoy material EPS upgrades.
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