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Investment Strategy Fourth Quarter 2016

Investment Strategy Q4 2016 is out now and is complimentary for Morgans clients (login to view).

Highlights

Economic outlook

  • We decipher the macro-economic implications from the likely move up in US rates in the coming quarter

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 Q4 2016

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