Investment Watch Autumn 2019 Outlook

Investment Watch Autumn 2019 Outlook is now available for Morgans clients.

2019 has started on a bright note with the ASX 200 closing out the March quarter up 9.5%, the best quarter since September 2009. The sharp bounce back has left many wondering where to from here.

This quarter we update our Asset Allocation setting to reflect a more cautious outlook as we think the market upside has been priced in over the short term. We also highlight some of the key positives from the Federal Budget and the likely market implications.

Following a mixed reporting season we provide an outlook for some of the key sectors of the market:

Highlights

Economics – Federal Budget review
Equity strategy – 2019 outlook
Banks – fears look overdone
Fixed income – a strong start to the year
Telco – calling the bottom
Agriculture, food and chemicals – drought carries over
Industrials – offshore exposure
International – the importance of international diversification
Resources/Energy – supply discipline supports cash returns
Asset allocation – Recommended asset allocations
High conviction stock picks for the month

Download Investment Watch Autumn 2019

Morgans clients can login to view Investment Watch Autumn 2019 Outlook. Alternatively contact your adviser or nearest Morgans office for a copy.

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