Investment Watch March 2019

Investment Watch March Edition is now available for Morgans clients.

February provided investors the usual report card of the underlying health of corporate Australia. This month we look at the key themes and issues affecting companies and identify where the opportunities are following a very volatile past few months for markets.

Michael Knox also discusses his recently published economic forecasts for the US, China and Australia and what investors can expect for returns in 2019.

Morgans artwork for Investment Watch March 2019

Highlights

Economics – the year ahead
Equity Strategy – reporting season review
Consumer Discretionary – reporting season wash up
Banks – unconventional monetary policy is knocking
Research initiations – Bingo Industries (BIN), Treasury Wine Estates (TWE) and Atomos (AMS)
We've made four changes to our high conviction stock picks for the month

Download Investment Watch March 2019

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

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