Investment Watch September 2018
Our latest edition of Investment Watch is now available for Morgans clients.
Another company reporting season comes to a close without much fuss. Results were
mostly inline with market expectations and management outlook commentary points
to more of the same.
Rising costs and increasing regulatory and political uncertainty
might hold back some investment decisions and cap earnings growth but we look
ahead to the rest of the year encouraged by a generally positive investment backdrop.
This month we explore the telecommunication sector and whether the potential merger
of TPG and Vodafone will finally restore profitability to the sector. We also turn our
attention on the global economic backdrop and what we can expect for GDP growth
over the next two years.
Download Investment Watch September 2018
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