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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