PODCAST · business
Macro Update
by Morgans Financial Limited
Our Macro update podcasts features Morgans equity analysts providing an overview of the markets, sectors and economy in Australia and around the globe.
Episodes
-
Morgans Asset Allocation Update – 2023 Q4 Outlook
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...
-
Revisiting small-caps – opportunities amidst the volatility: Andrew Tang, Equity Strategist
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…
more -
Offshore Banks - The road out: 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. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook:...
-
Equity Strategy 2023 - The Road Ahead: Andrew Tang, Equity Strategist
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...
-
Equity Strategy - China's 2023 Re-opening: Andrew Tang, 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…
more -
Equity Strategy - Earnings Health Check: Tom Sartor, Equity Strategist
Morgans 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 Facebook: www.facebook.com/MorgansAU On Instagram:...
-
Commodity Snapshot, July 2022: Tom Sartor, Equity Strategist
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 Check out our blog:...
-
Commodity Snapshot: Tom Sartor, Equity Strategist
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:...
-
Federal Election 2022 – Equity Market Implications: Andrew Tang, Equity Strategist
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…
more -
Equity market sensitivity to rising interest rates: Andrew Tang, Equity Strategist
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:...
-
Asset Allocation Update, 2Q 2022: Andrew Tang, Equity Strategist
A 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:...
-
Why 2021 could be a re-run of 2004: Andrew Tang, Equity Strategist
Morgans 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: www.morgans.com.au/Blog On Facebook:...
-
Market momentum: Tom Sartor, Equity Strategist
It’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 out more from Morgans: Visit the Morgans website:...
We're indexing this podcast's transcripts for the first time — this can take a minute or two. We'll show results as soon as they're ready.
No matches for "" in this podcast's transcripts.
No topics indexed yet for this podcast.
Loading reviews...
ABOUT THIS SHOW
Our Macro update podcasts features Morgans equity analysts providing an overview of the markets, sectors and economy in Australia and around the globe.
HOSTED BY
Morgans Financial Limited
CATEGORIES
Loading similar podcasts...
Frequently Asked Questions
How many episodes does Macro Update have?
Macro Update currently has 13 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Macro Update about?
Our Macro update podcasts features Morgans equity analysts providing an overview of the markets, sectors and economy in Australia and around the globe.
How often does Macro Update release new episodes?
Macro Update has 13 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Macro Update?
You can listen to Macro Update on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Macro Update?
Macro Update is created and hosted by Morgans Financial Limited.
URL copied to clipboard!