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Investment Strategy Second Quarter 2016

Investment Strategy Q2 2016 is out now and is complimentary for Morgans clients (login to view).

Highlights

Economic outlook

  • United States – President Trump?
  • Europe – doing whatever it takes
  • Australia – growth OK but income weak
  • Sharemarkets – Yellen steadies the market

Investment themes

We continue to structure our investing strategies around core themes:

  • Avoid complacency to avoid capital loss
  • Leveraging lower domestic rates for longer
  • Profiting from the weaker Aussie dollar
  • International diversification
  • Corporates exporting their business models
  • Leveraging the technology revolution
  • The rise of the emerging market middle class
  • Servicing the global demographic shift
  • Capital management and M&A potential
  • Playing unique growth opportunities

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

Video

Tom Sartor, Equity Strategist at Morgans, on the release of our latest Investment Strategy publication:

Download Investment Strategy Q1 2016

Morgans clients can login to view Investment Strategy Second Quarter 2016. Alternatively contact your adviser or nearest Morgans office for a copy.