Sell Side View: we ask Morgans analyst, Josephine Little, her sector weightings for a capital appreciation portfolio with a 12 month horizon

Livewire Exclusive

Livewire Markets

Sell Side View: we ask Morgans analyst, Josephine Little, her sector weightings for a capital appreciation portfolio with a 12 month horizon. Josephine says; My personal view is that global growth is going to be around 2.5% and inflation around 1-1.5% so I can't see pressure for rate rises. On that basis I would be remaining overweight financials, utilities/infrastructure and selected REITs and underweight resources and any industrial name related to resources. In other words, yield will still be king over the next 12 months and earnings growth from domestic demand names will be meagre. In this vein, we continue to promote companies such as Wesfarmers (WES) and specialist REITs like Generation Healthcare (GHC).


MORE ON



Livewire Exclusive brings you exclusive content from a wide range of leading fund managers and investment professionals.

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.