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Investment Strategy Second Quarter 2018

Investment Strategy Q2 2018 is out now and is complimentary for Morgans clients (login to view).

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Highlights

  • Economic Outlook – the American President may be opening a trading bargain for investors, rather than beginning a trade war with China.
  • Equity Strategy – Investing in 2018
  • Our equity sector views and stock preferences.
  • International – the importance of international diversification.
  • Our best overall ideas via our Active Opportunities, High Conviction stocks and Model Portfolios.

Video

Morgans Equity Strategist Tom Sartor and Morgans Chief Economist Michael Knox discuss two macro threats to markets this year – US inflation (and the outlook for rates) and the headline-grabbing trade talks. Watch now:

Download Investment Strategy Q2 2018

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