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Investment Watch November 2015

Investment Watch November 2015 is now available for Morgans clients.

Highlights

  • Australian equities - Risk rally doesn't alter our caution
  • Morgans Queensland Conference - key conference picks and compelling market themes
  • Banks - remaining somewhat cautious
  • Retail sector review
  • Diversified Financials - staying with the strong themes
  • Energy - M&A in full flight
  • Telstra - takeaways from the recent investor day
  • We've updated our High Conviction Stock picks

Video

Morgans Chief Economist Michael Knox shares his outlook for the US and China, global markets and the Australian stockmarket with Senior Analyst Tom Sartor.

Download Investment Watch November 2015

Morgans clients can login to view Investment Watch November 2015. Alternatively contact your adviser or nearest Morgans office for a copy.