Investment Watch September 2020
Investment Watch September 2020 is now available.
COVID-19 continues to be the prime influence on the investment outlook.
At present, the consensus view among forecasters remains that both the
global and domestic economies will recover in 2021, which means those sectors previously most affected by COVID-19 lockdowns could regain some
This dynamic played out through the August results, where company performance generally fared better than expected, particularly among
domestic cyclicals. This should offer some comfort amidst the uncertainty.
This month we discuss the key themes out of reporting season and explore
the economic outlook as the world heals from the COVID-19 pandemic.
- Economics — World recovery from pandemic
- Equity strategy — reporting season review
- Summary of key results – Sydney Airport, NEXTDC, Amcor
- Recent initiations
- Morgans best ideas
Download Investment Watch September 2020
Click here to view Investment Watch September 2020. Alternatively contact your adviser or nearest Morgans office for a copy.
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