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


  • 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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