Investment Strategy First Quarter 2018

Investment Strategy Q1 2018 is out now and is complimentary for Morgans clients (login to view).

Economic outlook – the normalisation of interest rates is now well underway, crystallising a shift in asset markets. We discuss the improving outlook for global growth, Trump's tax cuts and the rebound in the European economy.
Updated equity strategy themes.
Our equity sector views and stock preferences, and our property and fixed interest updates.
Our best overall ideas via our Active Opportunities, High Conviction stocks and Model Portfolios.

Morgans clients can login to view Investment Strategy First Quarter 2018. Alternatively contact your adviser or nearest Morgans office for a copy.