Investment Watch February 2019

I nvestment Watch February Edition is now available for Morgans clients.

A rather choppy end to 2018 saw the S&P/ASX200 index down 9% over the final quarter. Tactically it has been a blessing in disguise for investors at the start of the year. Valuations have de-rated sharply on the back of a multitude of macro-economic scares and political uncertainty. This month we consider implications of a Labor led government and what this could mean for the economy, equity market and house prices.

Morgans artwork for Investment Watch February 2019

Highlights

Economics – Jay Powell's problem
Equity Strategy – Implications of a potential change in government
Telecommunications – politics and practicality
Banks – fears look overdone
Research initiations – Bingo Industries (BIN) and Treasury Wine Estates (TWE)
We've made two additions to our high conviction stock picks for the month

Download Investment Watch February 2019

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

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