Potential beneficiaries of housing stimulus

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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Oil & Gas: Trade War 2.0?

By Adrian Prendergast

14 May 2020, 8:50 AM

The recent recovery in oil & gas stocks has been positive, but some have materially outpaced oil prices, and in doing so have essentially priced in a rapid v-shaped recovery that is looking increasingly unlikely.

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Morgans Best Ideas: April 2020

By Andrew Tang

06 April 2020, 5:00 PM

The ~c27% correction has finally unearthed some value, and we think long term investors will be rewarded for holding their nerve through current uncertainty. Given the market moves, we make sweeping changes this month.

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