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:


  • 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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