We’re encouraged by what we see in the market, the ‘Trump-bump’ has buoyed market sentiment. The reinflation born in the US is a good thing for markets, we’re encouraged that monetary policy no longer seems to be the only game in town as fiscal stimulus gains favour. While the reflation argument is taking place, interest rates will go up quite gradually, but there will be bumps along the way. Our high conviction stocks represent companies we think can thrive regardless of the prevailing economic environment. In December, we’ve added one new stock to our high conviction list, click here for the text version: (VIEW LINK) or watch the video below.
Morgans is Australia's largest national full-service retail stockbroking and wealth management firm, with more than 300,000 clients, 500 authorised representatives and 850 staff, operating from offices in all states and territories. As well as...
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