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Dinner in Restaurant
Writer's pictureIan Watson

Favouring Australian Investments

Will Douglas and the team at Morgans talk about favouring Australian Investments.


Worth highlighting the significant difference between the short-term strategy (take profits) vs where we see successful investment in the medium to long term.

  • Australian market hugely outperforms in commodity & energy cycles (by over 100%!)

  • US markets outperform in technology cycles

  • In this video, we analyse 4 of these cycles from 1987

  • We also cover our favoured Healthcare recommendations and Morgans Model Portfolios

  • We highlight the significant outperformance of our Defensive Stance strategic overlay.


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