Macro Update

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.

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Commodity Snapshot, July 2022: Tom Sartor, Equity Strategist

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. 

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Equity Strategy - China's 2023 Re-opening: Andrew Tang, Equity Strategist

Morgans Equity Strategist Andrew Tang updates us on key catalysts, cycles, and themes for markets and sectors heading into 2023.

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Equity Strategy 2023 - The Road Ahead: Andrew Tang, Equity Strategist

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. 

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Offshore Banks - The road out: Andrew Tang, Equity Strategist

Money News

Money News | 047102023 Dianne Colledge, Private Client Advisor at Morgans

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
Check out our blog: www.morgans.com.au/Blog

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Morgans Asset Allocation Update – 2023 Q4 Outlook

Morgans is Australia's largest national full-service retail stockbroking and wealth management network with more than 240,000 client accounts, 500 authorised representatives and 950 employees operating from offices across all states and territories in Australia.

Commodity Snapshot, July 2022: Tom Sartor, Equity Strategist

Morgans Financial Limited

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