Investment Watch May 2019

Investment Watch May 2019 is now available for Morgans clients.

Equity markets continue in an upward trend as expectations of rate cuts firm up following the weak Q1 inflation data. Economist Michael Knox explains why he believes there’s a case for two rate cuts this year and we look at the implications of this for asset allocation. We retain a cautious stance and see opportunities in the Healthcare sector to protect portfolios. The Buy Now Pay Later space has received significant investor interest as more players enter the market. This month, we look at the opportunities in this space and highlight the key players.

Highlights

Economics – Room for the RBA to cut
Equity strategy – What a rate cut means for markets
FinTech – Decoding the 'Buy now Pay later' sector
Recent initiations – Bingo Industries (BIN), Treasury Wine Estates (TWE) and Atomos (AMS)
Healthcare – time to get defensive
Technical corner – PWR Holdings (PWH)
High conviction stock picks for the month

Download Investment Watch May 2019

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

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