Investment Watch Spring 2021 Outlook
Investment Watch Spring 2021 Outlook is now available.
Markets are set to close 2021 with a renewed sense of optimism as the debilitating lockdowns in Victoria and NSW are set to end. The domestic recovery had been stronger than anticipated prior to the recent outbreak and the economy is expected to bounce back strongly when restrictions ease.
Economist Michael Knox explains why he believes we are moving into a three-year golden period for the Australian economy. Global markets have been reintroduced to volatility as various macroeconomic risks to the economic restart emerge.
We explain why we slightly pare back our pro-risk view and look at the tactical implications for asset allocation and equity sector positioning over the next quarter.
- Asset allocation — upward ride will be bumpier
- Economics — the benefits of a world trade boom
- Equity strategy — uncertainty provides opportunity
- Fixed interest education — diversification and income
- Commodities — cycles within cycles
- Updated Morgans best ideas
- And much more...
Download Investment Watch Spring 2021 Outlook
Download Investment Watch Spring 2021 Outlook.
Alternatively, contact your adviser or nearest Morgans office for a copy.
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