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Our Macro update podcasts features Morgans equity analysts providing an overview of the markets, sectors and economy in Australia and around the globe.
Macro Update
Macro Update
Morgans Asset Allocation Update – 2023 Q4 Outlook
10 OCT 2023 · Morgans Equity Strategist Andrew Tang updates us on Morgans Asset Allocation for Q4. This quarter, we increase our cautious tilt: overweight cash, and underweight risky assets including Global and Australian equities, and real assets. We remain balanced on fixed interest.
Read more on our full asset allocation Q4 report here: https://morgans.com.au/Blog/2023/October/Asset-Allocation-Update-2023-Q4-Outlook
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Visit the Morgans website: www.morgans.com.au
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Revisiting small-caps – opportunities amidst the volatility: Andrew Tang, Equity Strategist
24 MAY 2023 · ASX small cap industrials have had a difficult 12 months. Our strategist, Andrew Tang explains why he sees the risk/reward for the asset class turning more favourable.
Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook: www.facebook.com/MorgansAU On Instagram: www.instagram.com/Morgans.Australia On Twitter: twitter.com/MorgansAU
Offshore Banks - The road out: Andrew Tang, Equity Strategist
20 MAR 2023 · Following a volatile week in global banking, Morgans Equity Strategist Andrew Tang gives us three scenarios for how the troubles in the financial sector will evolve.
Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook: www.facebook.com/MorgansAU On Instagram: www.instagram.com/Morgans.Australia On Twitter: twitter.com/MorgansAU
Equity Strategy 2023 - The Road Ahead: Andrew Tang, Equity Strategist
17 JAN 2023 · Morgans Equity Strategist Andrew Tang updates us on key catalysts, cycles, and themes for markets and sectors heading into 2023. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook: www.facebook.com/MorgansAU On Instagram: www.instagram.com/Morgans.Australia On Twitter: twitter.com/MorgansAU
Equity Strategy - China's 2023 Re-opening: Andrew Tang, Equity Strategist
20 DEC 2022 · China’s COVID-19 policy ‘pivot’ has the potential to be a major driver of asset prices in 2023. We see a possible end to all COVID restrictions in 1H23 as economic challenges and ongoing social unease will likely accelerate change.
While the reopening will be disruptive given the speed at which the central government has eased restrictions, we expect consumption to rebound sharply and boost GDP by Q2 2023. Importantly, as China pursued a very different policy response to COVID-19 from most of the West, it is not experiencing high inflation or rising interest rates. This gives Beijing a significant runway for stimulus.
Check out more from Morgans:
Visit the Morgans website: www.morgans.com.au
Check out our blog: www.morgans.com.au/Blog
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On Twitter: twitter.com/MorgansAU
Equity Strategy - Earnings Health Check: Tom Sartor, Equity Strategist
6 DEC 2022 · Morgans research analysts re-set their sector views, strategies and Best Ideas as markets adapt to ongoing challenges.
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Commodity Snapshot, July 2022: Tom Sartor, Equity Strategist
11 JUL 2022 · Equity Strategist Tom Sartor updates us on commodities in the Australian market, with very healthy prices currently, possible inflation risks, as well as what could be next for the sector.
Check out more from Morgans:
Visit the Morgans website: www.morgans.com.au
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On Instagram: www.instagram.com/Morgans.Australia
On Twitter: twitter.com/MorgansAU
Commodity Snapshot: Tom Sartor, Equity Strategist
20 JUN 2022 · Tom Sartor, Equity Strategist at Morgans takes at look at the current volatile market, and what that means for commodities.
Check out more from Morgans:
Visit the Morgans website: www.morgans.com.au
Check out our blog: www.morgans.com.au/Blog
On Facebook: www.facebook.com/MorgansAU
On Instagram: www.instagram.com/Morgans.Australia
On Twitter: twitter.com/MorgansAU
Federal Election 2022 – Equity Market Implications: Andrew Tang, Equity Strategist
23 MAY 2022 · We discuss the key pre-election promises and what a Labor victory means for investors.
Read more election coverage here: https://morgans.com.au/Blog/2022/May/Federal-Election-2022-Change-of-Government-first-impressions
Check out more from Morgans:
Visit the Morgans website: www.morgans.com.au
Check out our blog: www.morgans.com.au/Blog
On Facebook: www.facebook.com/MorgansAU
On Instagram: www.instagram.com/Morgans.Australia
On Twitter: twitter.com/MorgansAU
#equities #federalelection #asx
Equity market sensitivity to rising interest rates: Andrew Tang, Equity Strategist
10 MAY 2022 · Morgans Equity Strategist, Andrew Tang, explores the relationship between rising interest rates and equity market performance. Should investors fear the worse or is this a another buying opportunity?
Check out more from Morgans:
Visit the Morgans website: www.morgans.com.au
Check out our blog: www.morgans.com.au/Blog
On Facebook: www.facebook.com/MorgansAU
On Instagram: www.instagram.com/Morgans.Australia
On Twitter: twitter.com/MorgansAU
Our Macro update podcasts features Morgans equity analysts providing an overview of the markets, sectors and economy in Australia and around the globe.
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| Author | Morgans Financial Limited |
| Organization | Morgans Financial Limited |
| Categories | Business |
| Website | - |
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