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Investment Watch April 2016

Our latest edition of Investment Watch is now available for Morgans clients.

Highlights

  • The growth conundrum - we highlight a number of quality companies with upcoming catalysts.
  • President Trump - What if?
  • Industrials - Are high PE stocks worth paying up for?
  • Online Media - Down but not out
  • Strategy - Positioning ahead of stock specific catalysts
  • Healthcare - Near term AUD strength a headwind to earnings
  • We've updated our High Conviction stock picks

Video

Morgans Chief Economist Michael Knox discusses Janet Yellen, Mario Draghi and Donald Trump:

Download Investment Watch April 2016

Morgans clients can login to view Investment Watch April 2016. Alternatively contact your adviser or nearest Morgans office for a copy.