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Investment Strategy Second Quarter 2017

Investment Strategy Q2 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 

Sharemarket outlook

Australian shares look slightly expensive. Despite the difficult backdrop, solid market returns are achievable by following several tactical and sector themes detailed herein.

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 Q2 2017

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