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Investment Watch June 2016

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

Highlights

  • Implications of a lower for longer interest rate environment
  • Searching for yield - our preferred exposures
  • Strategy - staying on top of the macro-economic environment
  • Infrastructure - understanding interest rate sensitivities
  • REITS - expected to remain attractive
  • Bellamy's Australia - field notes from China
  • Banks - wrapping up bank reporting season
  • We've updated our High Conviction stock picks

Video

Morgans Chief Economist Michael Knox shares his views on the recent interest rate cut and the possibility of further rate cuts:

Download Investment Watch June 2016

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