Investment Watch December 2016

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

Highlights

Economics – the Trump agenda
Equity strategy update – cyclicals to Trump defensive...albeit slowly
Retail – in need of some Christmas cheer
Resources – the worst is over
Industrials – turnaround in progress
Utilities and infrastructure – down but not out
We've updated our High Conviction stock picks

Download Investment Watch December 2016

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

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