Investment Watch November 2018

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

We have spoken about abnormal markets and the risk of fresh volatility for some time. We find it useful to put recent volatility into context and in this edition we take a look at markets since the Global Financial Crisis. Overall we think that current weakness will prove to be another 'reality check' for a market that had gotten ahead of itself, rather than a precursor to something more serious.

Morgans artwork for Investment Watch November 2018

Highlights

Economics – the panic into quality
Equity Strategy – opportunities amidst the vulnerabilities
Industrials – good companies will find a way
Research initiations – Viva Energy Group, HRL, Pinnacle and Genex
We've made three changes to our high conviction stock picks for the month

Download Investment Watch November 2018

Morgans clients can login to view Investment Watch November 2018. Alternatively contact your adviser or nearest Morgans office for a copy.

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