Investment Watch Summer 2021 Outlook

Investment Watch Summer 2021 Outlook is now available.

Investment Watch - Spring Outlook 2020

Michael Knox and our Equity Strategy team continue to uncover compelling market opportunities amongst the market noise.

Early signs point to a recovery in the global economy through 2021, and while conditions are subdued, the Australian economy remains resilient despite the COVID-19 scars.

We remind investors to remain vigilant against a series of macro-economic risks which are likely to make for a bumpy ride, and as always, some sectors will outperform others.

That is why in this extended version of Investment Watch we include our key themes and picks for 2021 as well as our best buys.


  • Equity strategy —  positioning for a COVID-19 exit
  • Economics — emerging economies set to boom
  • Banks — improving capital and dividend outlook
  • Energy — rotation builds momentum
  • Updated asset allocation settings
  • Morgans best ideas
  • And much more...

Download Investment Watch Summer 2021 Outlook

Download Investment Watch Summer 2021 Outlook

Alternatively, contact your adviser or nearest Morgans office for a copy.

Need access?

You are welcome to start a two-week trial of our online platform, which provides access to detailed market analysis and insights, provided by our award-winning research team

Create trial account

  • Print this page
  • Copy Link