Investment Watch Summer Edition 2019 Outlook

Investment Watch Summer Edition – 2019 Outlook is now available for Morgans clients.

For major central banks, 2019 may be the year when the great monetary experiment, quantitative easing (QE), enters a new phase in which QE is gradually unwound. Equity markets have already had a good taste of how disruptive this process can be with three >5% corrections in the S&P/ASX 200 Index this year. While stock valuations have reverted toward their long-run average we remind investors that volatility will remain a permanent fixture in the year ahead. 

Morgans artwork for Investment Watch Summer Outlook 2019

Highlights

  • Economics – what does an inverted yield curve really tell us?
  • Equity Strategy (2019 Outlook) – Balancing risk and reward 
  • Banks – fears look overdone
  • Industrials – some global success stories
  • Resources & Energy – oil sell-off an opportunity
  • Infrastructure – safe haven in uncertain times
  • Asset Allocation – recommended asset allocations and active tilts
  • Research initiations – Novonix, Coronado, Genex, Viva Energy
  • We've made two changes to our high conviction stock picks for the month 

Download Investment Watch Summer Edition – 2019 Outlook

Morgans clients can login to view Investment Watch Summer Edition – 2019 Outlook. Alternatively contact your adviser or nearest Morgans office for a copy.

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