https://www.spreaker.com/podcast/macro-update--4994013enBusinessCopyright Morgans Financial Limitedhttps://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/cd2cbbc4a1576ba4411c827463cf50a0.jpghttps://www.spreaker.com/podcast/macro-update--4994013Mon, 08 Jul 2024 06:58:52 +0000Morgans Financial LimitedMorgans Financial Limitedfeeds@spreaker.comOur Macro update podcasts features Morgans equity analysts providing an overview of the markets, sectors and economy in Australia and around the globe.falseepisodichttps://www.spreaker.com/episode/morgans-asset-allocation-update-2023-q4-outlook--57173477
Read more on our full asset allocation Q4 report here: https://morgans.com.au/Blog/2023/October/Asset-Allocation-Update-2023-Q4-Outlook

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
]]>https://api.spreaker.com/episode/57173477Tue, 10 Oct 2023 01:15:24 +0000Morgans Financial LimitedMorgans 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...
Read more on our full asset allocation Q4 report here: https://morgans.com.au/Blog/2023/October/Asset-Allocation-Update-2023-Q4-Outlook

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
]]>635falsefullhttps://www.spreaker.com/episode/revisiting-small-caps-opportunities-amidst-the-volatility-andrew-tang-equity-strategist--53980674
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]]>https://api.spreaker.com/episode/53980674Wed, 24 May 2023 04:46:45 +0000Morgans Financial LimitedASX 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...
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]]>462falsefullhttps://www.spreaker.com/episode/offshore-banks-the-road-out-andrew-tang-equity-strategist--53259420
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]]>https://api.spreaker.com/episode/53259420Mon, 20 Mar 2023 05:17:10 +0000Morgans Financial LimitedFollowing 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...
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]]>424falsefullhttps://www.spreaker.com/episode/equity-strategy-2023-the-road-ahead-andrew-tang-equity-strategist--52458045https://api.spreaker.com/episode/52458045Tue, 17 Jan 2023 00:11:01 +0000Morgans Financial LimitedMorgans 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...642falsefullhttps://www.spreaker.com/episode/equity-strategy-china-s-2023-re-opening-andrew-tang-equity-strategist--52232297
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
On Facebook: www.facebook.com/MorgansAU
On Instagram: www.instagram.com/Morgans.Australia
On Twitter: twitter.com/MorgansAU]]>https://api.spreaker.com/episode/52232297Tue, 20 Dec 2022 00:21:41 +0000Morgans Financial LimitedChina’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...
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
On Facebook: www.facebook.com/MorgansAU
On Instagram: www.instagram.com/Morgans.Australia
On Twitter: twitter.com/MorgansAU]]>423falsefullhttps://www.spreaker.com/episode/equity-strategy-earnings-health-check-tom-sartor-equity-strategist--52115418
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]]>https://api.spreaker.com/episode/52115418Tue, 06 Dec 2022 23:42:09 +0000Morgans Financial LimitedMorgans research analysts re-set their sector views, strategies and Best Ideas as markets adapt to ongoing challenges. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On...
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]]>406falsefullhttps://www.spreaker.com/episode/commodity-snapshot-july-2022-tom-sartor-equity-strategist--50529232
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]]>https://api.spreaker.com/episode/50529232Mon, 11 Jul 2022 01:43:13 +0000Morgans Financial LimitedEquity 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:...
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]]>634falsefullhttps://www.spreaker.com/episode/commodity-snapshot-tom-sartor-equity-strategist--50261061
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]]>https://api.spreaker.com/episode/50261061Mon, 20 Jun 2022 04:07:03 +0000Morgans Financial LimitedTom 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...
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]]>380falsefullhttps://www.spreaker.com/episode/federal-election-2022-equity-market-implications-andrew-tang-equity-strategist--49901645
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]]>https://api.spreaker.com/episode/49901645Mon, 23 May 2022 06:11:05 +0000Morgans Financial LimitedWe 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...
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]]>282falsefullhttps://www.spreaker.com/episode/equity-market-sensitivity-to-rising-interest-rates-andrew-tang-equity-strategist--49734760
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]]>https://api.spreaker.com/episode/49734760Tue, 10 May 2022 01:23:17 +0000Morgans Financial LimitedMorgans 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...
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]]>589falsefullhttps://www.spreaker.com/episode/asset-allocation-update-2q-2022-andrew-tang-equity-strategist--49144314
Asset Allocation Blog: https://morgans.com.au/Blog/2022/March/Australia-Strategy-Asset-Allocation-Update-Q2-2022

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]]>https://api.spreaker.com/episode/49144314Tue, 22 Mar 2022 01:45:34 +0000Morgans Financial LimitedA dramatic escalation of geopolitical risks, commodity prices, the Fed rate hike expectations, and cautious market positioning provides investors with a broad scope of potential outcomes over the next few months. Asset Allocation Blog:...
Asset Allocation Blog: https://morgans.com.au/Blog/2022/March/Australia-Strategy-Asset-Allocation-Update-Q2-2022

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]]>756falsefullhttps://www.spreaker.com/episode/why-2021-could-be-a-re-run-of-2004-andrew-tang-equity-strategist--45589652
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

#ASX #Investment #Economy]]>https://api.spreaker.com/episode/45589652Tue, 06 Jul 2021 20:57:54 +0000Morgans Financial LimitedMorgans Strategist Andrew Tang compares the current post-Covid market cycle to 2004. While history might not repeat itself it does often rhyme. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog:...
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

#ASX #Investment #Economy]]>418asx,economy,investment,marketsfalsefullhttps://www.spreaker.com/episode/market-momentum-tom-sartor-equity-strategist--45499854
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

#Economy #Sharemarket #ASX]]>https://api.spreaker.com/episode/45499854Tue, 29 Jun 2021 22:50:09 +0000Morgans Financial LimitedIt’s easy to argue the market is increasingly pricing equities on a relative basis, heavily influenced by momentum. Equity Strategist Tom Sartor identifies potential areas of risk and opportunity amid the current market and coming into EOFY. Check...
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

#Economy #Sharemarket #ASX]]>327asx,economy,equities,markets,sharesfalsefull