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.... more

· Business

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FAQs about Macro Update:

How many episodes does Macro Update have?

The podcast currently has 13 episodes available.

Macro Update episodes:

October 10, 2023 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 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
...more
11min
May 24, 2023 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 Facebook: www.facebook.com/MorgansAU On Instagram: www.instagram.com/Morgans.Australia On Twitter: twitter.com/MorgansAU
...more
8min
March 20, 2023 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: www.facebook.com/MorgansAU On Instagram: www.instagram.com/Morgans.Australia On Twitter: twitter.com/MorgansAU
...more
8min
January 17, 2023 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 Instagram: www.instagram.com/Morgans.Australia On Twitter: twitter.com/MorgansAU
...more
11min
December 20, 2022 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 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
...more
8min
December 06, 2022 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: www.instagram.com/Morgans.Australia
On Twitter: twitter.com/MorgansAU
...more
7min
July 11, 2022 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: www.morgans.com.au/Blog

On Facebook: www.facebook.com/MorgansAU
On Instagram: www.instagram.com/Morgans.Australia
On Twitter: twitter.com/MorgansAU
...more
11min
June 20, 2022 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: www.instagram.com/Morgans.Australia
On Twitter: twitter.com/MorgansAU
...more
7min
May 23, 2022 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
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
...more
5min
May 10, 2022 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: www.morgans.com.au/Blog

On Facebook: www.facebook.com/MorgansAU
On Instagram: www.instagram.com/Morgans.Australia
On Twitter: twitter.com/MorgansAU
...more
10min

FAQs about Macro Update:

How many episodes does Macro Update have?

The podcast currently has 13 episodes available.