Investment Strategy First Quarter 2017

Investment Strategy Q1 2017 is out now and is complimentary for Morgans clients (login to view).

Highlights

Economic outlook

We decipher the macro-economic implications of a Trump presidency on US growth and markets

Strategy

Detailed equity sector views, stock preferences, property, and fixed interest updates

Investment themes

We continue to structure our investing strategies around core themes:

Avoid complacency to prevent capital loss
Leverage lower domestic rates for longer
Profit from a weaker Aussie dollar
Diversify internationally
Companies growing offshore
The rise of the emerging market middle class
Servicing the ageing population
The health and wellness revolution
Innovation via emerging technology
The digital marketplace
Battery storage

Asset allocation

View our asset allocations and outlook for each asset class.

Equity Model portfolios

Track our portfolio performance, their composition and key recent changes

Download Investment Strategy Q1 2017

Morgans clients can login to view Investment Strategy First Quarter 2017. Alternatively contact your adviser or nearest Morgans office for a copy.

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