Shows
Morgans Business BreakfastDr Jessica North, CEO and Adam Bloomer, MD of LGI Ltd (ASX:LGI) | Morgans Business BreakfastManaging Director and Founder, Mr Adam Bloomer, and Chief Executive Officer, Dr Jessica North from LGI Ltd, presented at our latest Morgans Business Breakfast.Offering a full suite of services, LGI Limited are a renewable energy and carbon abatement company who specialises in the capture and beneficial use of biogas from landfills.During the breakfast, LGI Limited shared informative discussions around green energy and the future trajectory of carbon credits.Morgans clients can read the company coverage here - https://bit.ly/3Quzmj7Check out more from Morgans:Visit the Morgans...
2023-11-0319 min
Morgans Financial Limited (Imports from Soundcloud)Dr Jessica North, CEO and Adam Bloomer, MD of LGI Ltd (ASX:LGI) | Morgans Business BreakfastManaging Director and Founder, Mr Adam Bloomer, and Chief Executive Officer, Dr Jessica North from LGI Ltd, presented at our latest Morgans Business Breakfast. Offering a full suite of services, LGI Limited are a renewable energy and carbon abatement company who specialises in the capture and beneficial use of biogas from landfills. During the breakfast, LGI Limited shared informative discussions around green energy and the future trajectory of carbon credits. Morgans clients can read the company coverage here - https://bit.ly/3Quzmj7 Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog...
2023-11-0319 min
Macro UpdateMorgans Asset Allocation Update – 2023 Q4 OutlookMorgans 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-OutlookCheck out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com...
2023-10-1010 min
Morgans Financial Limited (Imports from Soundcloud)Morgans Asset Allocation Update – 2023 Q4 OutlookMorgans 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
2023-10-1010 minMorgans Business BreakfastAndrew Elf, Chief Executive Officer of Mitchell Services (ASX:MSV) | Morgans Business BreakfastMitchell Services (ASX:MSV) is an ASX listed drilling services provider and is Australia’s most diverse drilling company. The Mitchell brand has successfully operated in the mining and resources sector for over half a century.It currently has 100+ surface and underground rigs, more than 700 experienced employees and a strong track record of performance and growth.Mitchell's world class fleet is located in key exploration and mining centres throughout Australia, providing a wide range of drilling services and innovations across the country.In his latest note on MSV, Morgans Senior Analyst Tom Sartor says, "Mi...
2023-08-2524 minMorgans Financial Limited (Imports from Soundcloud)Andrew Elf, Chief Executive Officer of Mitchell Services (ASX:MSV) | Morgans Business BreakfastMitchell Services (ASX:MSV) is an ASX listed drilling services provider and is Australia’s most diverse drilling company. The Mitchell brand has successfully operated in the mining and resources sector for over half a century. It currently has 100+ surface and underground rigs, more than 700 experienced employees and a strong track record of performance and growth. Mitchell's world class fleet is located in key exploration and mining centres throughout Australia, providing a wide range of drilling services and innovations across the country. In his latest note on MSV, Morgans Senior Analyst Tom Sartor says, "Mitchell Services (ASX:MSV) delivered breakout op...
2023-08-2524 min
Bank to the Future 2.0 with Chris TitleyNathan Lead, Morgans Senior Analyst: Bank to the Future 2.0 (Episode 3)In this episode, Chris speaks to Morgans Senior Analyst Nathan Lead who covers the Banks sector. Nathan Lead has over 20 years of experience in the financial services industry and has specialised as an equities research analyst since 2005, specialising in infrastructure. More recently Nathan has become the leading research analyst covering the Banks sector at Morgans. This podcast is partnered with Morgans Financial Limited, Australia’s largest full-service stockbroking and wealth management network.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/Blog
2023-06-1619 min
Morgans Financial Limited (Imports from Soundcloud)Bank to the Future 2.0: Nathan Lead, Morgans Senior AnalystIn this episode, Chris speaks to Morgans Senior Analyst Nathan Lead who covers the Banks sector. Nathan Lead has over 20 years of experience in the financial services industry and has specialised as an equities research analyst since 2005, specialising in infrastructure. More recently Nathan has become the leading research analyst covering the Banks sector at Morgans. This podcast is partnered with Morgans Financial Limited, Australia’s largest full-service stockbroking and wealth management network. 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...
2023-06-1519 minMorgans Financial Limited (Imports from Soundcloud)Morgans Business Breakfast: Marcelo Matos, Chief Executive Officer of Stanmore Resources (ASX:SMR)Marcelo Matos, Chief Executive Officer of Stanmore Resources Limited presented at our latest Morgans Business Breakfast. Stanmore specialises in the production of high-quality QLD metallurgical coals for the seaborne market. With ownership interests in four operating open-cut mines and a diverse portfolio of eight potential developments primarily located in the Bowen Basin, QLD, Stanmore has established itself as a key player in the industry. Following the successful acquisition of the BMC assets, Stanmore is now Australia's fourth-largest met coal producer, positioning them as globally significant in its industry and attracting the attention of investors. Morgans' clients can read the latest...
2023-05-2533 minMorgans Financial Limited (Imports from Soundcloud)Morgans Business Breakfast: Neil McDonald, MD & Luke Titus, TD of Gold Hydrogen (ASX:GHY)On the 15th of March 2023, Morgans Financial was joined by Neil McDonald, Managing Director & Luke Titus, Technical Director of Gold Hydrogen who presented at the monthly Morgans Business Breakfast about their upcoming Natural Hydrogen project in South Australia. 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
2023-03-2033 min
Morgans Financial Limited (Imports from Soundcloud)Morgans Best Ideas: November 2022Our best ideas are those that we think offer the highest risk-adjusted returns over a 12-month timeframe supported by a higher-than-average level of confidence. They are our most preferred sector exposures.New additions this month: Commonwealth Bank (ASX:CBA) and Westpac (ASX:WBC).View the full Morgans Best Ideas list: https://morgans.com.au/Blog/2022/November/Best-Ideas-November-2022Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www...
2022-11-0702 min
Morgans Best IdeasMorgans Best Ideas: November 2022Our best ideas are those that we think offer the highest risk-adjusted returns over a 12-month timeframe supported by a higher-than-average level of confidence. They are our most preferred sector exposures.New additions this month: Commonwealth Bank (ASX:CBA) and Westpac (ASX:WBC).View the full Morgans Best Ideas list: https://morgans.com.au/Blog/2022/November/Best-Ideas-November-2022Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www...
2022-11-0702 minMorgans Best IdeasMorgans Best Ideas: July 2022We make one new addition to the list this month, adding AGL Energy (ASX:AGL).Our best ideas are those that we think offer the highest risk-adjusted returns over a 12-month timeframe supported by a higher-than-average level of confidence. They are our most preferred sector exposures.Access Morgans Best Ideas for July 2022: https://morgans.com.au/Blog/2022/July/Best-Ideas-July-2022Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn...
2022-07-0702 minMorgans Best IdeasMorgans Best Ideas: April 2022View the full list of Best Ideas here: https://morgans.com.au/Blog/2022/April/Best-Ideas-April-2022Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU
2022-04-1402 min
Morgans ConversationsMorgans Conversations: Alex Waislitz, CEO of Thorney Opportunities (ASX:TOP)In today’s Morgans Conversations, adviser Chris Titley chats with Alex Waislitz from Thorney Opportunities (ASX Code:TOP). Alex talks about the existing portfolio, the sectors they operate in and the composition of the portfolio and why they are so enthused. Alex also gives his views on the overall market.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU
2022-03-2827 minMorgans ConversationsMorgans Conversations: Danny Lessem, Co-Founder and CEO of ELMOThis episode of the Morgans Conversations was with Danny Lessem, CEO and Co-founder of ASX listed Elmo. Danny goes into the history of Elmo, the progress they have made since the peak of Covid-19, the shifting workforce dynamics as well as the recent result. The company is forecasting >$100m of ARR for the full year – a milestone never achieved before by the company.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn In...
2022-02-2327 minMorgans Best IdeasMorgans Best Ideas: February 2022Our best ideas are those that we think offer the highest risk-adjusted returns over a 12-month timeframe supported by a higher-than-average level of confidence. They are our most preferred sector exposures.New additions Wesfarmers (ASX:WES), South32 (ASX:S32), Newcrest (ASX:NCM), Seek (ASX:SEK), Beacon Lighting (ASX:BLX), Webjet (ASX:WEB), Pro Medicus (ASX:PME), Atomos (ASX:AMS), MAAS Group (ASX:MGH) and Red 5 (ASX:RED).Removals Sonic Healthcare Limited (ASX:SHL), Alliance Aviation Services (ASX:AQZ), Panoramic Resources (ASX:PAN), Ramelius Resources (ASX:RMS) and Booktopia Group (ASX:BKG).Check out more...
2022-02-0702 minMorgans ConversationsMorgans Conversations: Sam Budiselik, Managing Director of Cash Converters (ASX:CCV)Morgans Adviser Chris Titley chats to Sam Budiselik , MD of ASX listed Cash Converters. Cash Converters is known throughout Australia, but many may not know their involvement in lending, and how they are assisting customers in Australia and beyond. Sam talks about the history of the company, how they navigated through 2020-21, and why he is excited about the future.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram...
2021-11-0821 minMorgans Business BreakfastMorgans Business Breakfast: Dr Ralph Craven, Independent Non-Executive Chairman (ASX:GEN)Dr Ralph Craven, Chairman of Genex Power, recently discussed Genex’s portfolio and his view of the energy market at the October Morgans Business Breakfast.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU#Energy #Renewables #Transmission
2021-11-0824 minMorgans Best IdeasMorgans Best Ideas: Atlas Arteria (ASX:ALX)Nathan Lead, Senior Analyst at Morgans, discusses Atlas Arteria (ASX:ALX), an addition to our Morgans Best Ideas (November 2021).Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU#Roads #Tolls #Shares
2021-11-0303 minMorgans Best IdeasMorgans Best Ideas: November 2021Morgans Best Ideas are those stocks we think offer the highest risk-adjusted returns over a 12-month timeframe supported by a higher-than-average level of confidence. They are our most preferred sector exposures. . New additions this month include Westpac Banking Corp (ASX:WBC) and Atlas Arteria (ASX:ALX). Removals ANZ Banking Group (ASX:ANZ), Technology One (ASX:TNE) and Senex Energy (ASX:SXY). Equity Strategist Andrew Tang explains.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com...
2021-11-0302 min
Michael Knox, Morgans Chief EconomistMelbourne Cup Strategy 2021: Michael Knox, Morgans Chief EconomistRemember our recommendation is for the best value bet rather than the highest probability of winning. Michael Knox details his perspective with the Morgans network.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU
2021-11-0206 minMichael Knox, Morgans Chief EconomistWhy the ASX 200 is worth 7180 points: Michael Knox, Morgans Chief EconomistUS corporate tax payments and US political uncertainty are generatinga modest equity market correction that could continue in November. Michael Knox discusses his views with the Morgans network.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU#ASX #Economy #USCorporateTax #Form1120
2021-10-1406 minMorgans Best IdeasMorgans Best Ideas: October 2021Morgans Best Ideas are those stocks we think offer the highest risk-adjusted returns over a 12-month timeframe supported by a higher-than-average level of confidence. They are our most preferred sector exposures. This month we add Endeavour Group and Woodside Petroleum. Equity Strategist Andrew Tang explains.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU#Commodities#Retail#Shares#Stocks
2021-10-0702 minMorgans Best IdeasMorgans Best Ideas: Woodside Petroleum (ASX:WPL)Adrian Prendergast, Senior Analyst at Morgans, discusses Woodside Petroleum (ASX:WPL), an addition to our Morgans Best Ideas (October 2021).Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU#Resources #Stocks #markets #Commodities
2021-10-0703 minMorgans Best IdeasMorgans Best Ideas: Endeavour Group (ASX:EDV)Alex Lu, Analyst at Morgans, discusses Endeavour Group (ASX:EDV), an addition to our Morgans Best Ideas (October 2021).Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU#ASX #Stocks #Retail
2021-10-0701 minMichael Knox, Morgans Chief EconomistGDP and jobs in the face of shutdown: Michael Knox, Morgans Chief EconomistThe Australian economy will accelerate out of this shutdown with very strong growth in 2022. Michael Knox discusses with the Morgans network.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU#Economy #GDP #Employment
2021-09-2906 minMichael Knox, Morgans Chief EconomistWill Evergrande cause a global financial crisis?: Michael Knox, Morgans Chief EconomistWe think Chinese currency regulation is a firewall for the world against the Chinese domestic crisis. We also think iron ore prices should recover after February next year. Michael Knox discusses his views with the Morgans network.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU#Currencies #China #Building
2021-09-2310 minMorgans Best IdeasMorgans Best Ideas: Universal Stores (ASX:UNI)Alexander Mees, Senior Analyst at Morgans, discusses Universal Store (ASX:UNI), an addition to our Morgans Best Ideas (September 2021).Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU#investments #Stocks #Returns #Markets
2021-09-1003 minMorgans Best IdeasMorgans Best Ideas: Beacon Lighting (ASX:BLX)Alexander Mees, Senior Analyst at Morgans, discusses Beacon Lighting (ASX:BLX) an addition to our Morgans Best Ideas (September 2021).Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU#investments #Stocks #Returns #Markets
2021-09-1003 minMorgans Best IdeasMorgans Best Ideas: September 2021Morgans Best Ideas are those stocks we think offer the highest risk-adjusted returns over a 12-month timeframe supported by a higher-than-average level of confidence. They are our most preferred sector exposures. This month we add PTB Group and Moneyme. Equity Strategist Andrew Tang explains why.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU#Returns #Shares #Stocks
2021-09-0902 minMorgans Best IdeasMorgans Best Ideas: PTB Group (ASX:PTB)Max Vickerson, Analyst at Morgans, discusses PTB Group (ASX:PTB), an addition to our Morgans Best Ideas (September 2021).Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU#Stocks #Investment #Returns #PTB
2021-09-0902 minMorgans Best IdeasMorgans Best Ideas: Moneyme (ASX:MME)Steven Sassine, Associate Analyst at Morgans, discusses Moneyme (ASX:MME), an addition to our Morgans Best Ideas (September 2021).Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU#MME #Investments #Stocks #Returns
2021-09-0903 minMichael Knox, Morgans Chief EconomistIron ore falls back near fair value: Michael Knox, Morgans Chief EconomistMorgans Chief Economist Michael Knox discusses how lower iron ore stocks relative to Chinese consumption, should support iron ore prices around the current value.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU#Commodities #ironore #Stocks
2021-09-0105 minMichael Knox, Morgans Chief EconomistUS deficits, commodities and the Aussie Dollar: Michael Knox, Morgans Chief EconomistStrong commodities provide the risk that the Aussie dollar will rise. Michael Knox discusses his views with the Morgans network.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU#Commodities #AUD #USdeficit
2021-08-2509 minMichael Knox, Morgans Chief EconomistUS retail demand still supports strong US growth: Michael Knox, Morgans Chief EconomistUS advance retails sales are drifting down to long-term trend, as US emergency income supports end. Michael Knox, Morgans Chief Economist explains.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU#Retail #Sales #USretail
2021-08-1906 minMorgans ConversationsMorgans Conversations: Cathie Reid, Chair & Phil Dawson, MD of Sovereign Cloud (ASX:SOV)Morgans Analyst Nick Harris talks with Sovereign Cloud Chair, Cathie Reid & MD, Phil Dawson.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU#Cloudstorage #Cloud #Data
2021-08-1720 minMorgans ConversationsMorgans Conversations: Genex Power (ASX:GNX): Simon Kidston ED and James Harding CEOMorgans’ power sector analyst, Max Vickerson, speaks with Simon Kidston (Executive Director) and James Harding (CEO) of Genex Power. They discuss the major construction milestones for Kidston Pumped Hydro, the Bouldercombe Battery Project, and M&A trends in the renewable energy sector.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU
2021-08-1126 minMichael Knox, Morgans Chief EconomistAustralia's second wave commodities boom: Michael Knox, Morgans Chief EconomistA surge in the demand for Australian resources from Japan and India, boosts commodities as Chinese demand stabilizes. Michael Knox discusses with the Morgans network.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU#Economy #Commodities #Australia
2021-08-1110 minMorgans ConversationsMorgans Conversations: Anthony Noble, CEO of Fiji KavaAnthony Noble is today’s guest on Morgans Conversations. Anthony is the newly appointed CEO of ASX listed Fiji Kava. Fiji Kava is a medicinal Noble kava company based in Australia, providing a natural solution to calm and soothe nerves, support muscle relaxation, increase mind relaxation and induce sleep. In this episode, Anthony talks about his background and why he joined as CEO, the use cases for Kava, the outlook for the industry as well as why mental health, sleep and wellness are front of mind during and post a global health pandemic.Check out more from Morgans:
2021-08-0618 minMorgans Best IdeasMorgans Best Ideas: Transurban (ASX:TCL)Nathan Lead, Senior Analyst at Morgans, discusses Transurban (ASX:TCL), an addition to our Morgans Best Ideas (August 2021).Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU#TCL #Investments #Stocks
2021-08-0403 minMichael Knox, Morgans Chief EconomistHow rising commodity prices support real wages: Michael Knox, Morgans Chief EconomistRising commodity prices push up nominal GDP, allowing employers to give more jobs to more people. Michael Knox, Morgans Chief Economist shares his views with the network.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU#Commodities #Wages #Economy
2021-07-2807 minMorgans Business BreakfastMorgans Business Breakfast: Dr James Fielding, CEO of Audeara (ASX:AUA)Audeara enhances music, entertainment, and communication experiences by focusing on what really matters, what you can hear.Dr James Fielding from Audeara (ASX:AUA) presents at the Morgans Business Breakfast. Dr Fielding provides the story behind the inception of the business, its products, and its growth plans. Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU#AUA...
2021-07-2217 minMichael Knox, Morgans Chief EconomistGDP Growth in June Quarter should be a strong 1.4%: Michael Knox, Morgans Chief EconomistNowcasting the Australian economy on employment and hours worked shows us the rebound is still strong. Michael Knox discusses his views with the Morgans network.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU#Economy #Employment #Inflation
2021-07-2107 minMichael Knox, Morgans Chief EconomistWhy the RBA must drive up real wages: Michael Knox, Morgans Chief EconomistThe RBA believes it must drive down unemployment, to drive up real wages and hit their inflation target. Michael Knox discusses his views with the Morgans network.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU#RBA #Economy #Employment #Inflation
2021-07-1309 minMorgans Best IdeasMorgans Best Ideas: July 2021Morgans Best Ideas are those stocks we think offer the highest risk-adjusted returns over a 12-month timeframe supported by a higher-than-average level of confidence. They are our most preferred sector exposures. This month we add Technology One and Spark Infrastructure. Equity Strategist Andrew Tang explains why.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU
2021-07-0701 minMorgans Best IdeasMorgans Best Ideas: Technology One (ASX:TNE)Nick Harris, Senior Analyst at Morgans, discusses Technology One (ASX:TEN), an addition to our Morgans Best Ideas (July 2021).Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU
2021-07-0702 minMorgans Best IdeasMorgans Best Ideas: Spark Infrastructure (ASX:SKI)Nathan Lead, Senior Analyst at Morgans, discusses Spark Infrastructure (ASX:SKI), an addition to our Morgans Best Ideas (July 2021).Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU
2021-07-0702 minMorgans Best IdeasMorgans Best Ideas: May 2021Morgans Best Ideas are those that we think offer the highest risk-adjusted returns over a 12-month timeframe supported by a higher-than-average level of confidence. They are our most preferred sector exposures. This month we add ANZ, Sonic Healthcare, Reliance Worldwide, Tyro Payments and Whitehaven Coal. Key removals include Westpac and Zip Money. Equity Strategist Andrew Tang explains why.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans...
2021-07-0704 minMorgans Best IdeasMorgans Best Ideas: Sonic Healthcare (ASX:SHL)Derek Jellinek, Senior Analyst at Morgans, discusses Sonic Healthcare (ASX:SHL), an addition to our Morgans Best Ideas (May 2021).Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU
2021-07-0702 minMorgans Best IdeasMorgans Best Ideas: Reliance Woldwide Corporation (ASX:RWC)Alex Lu, Analyst at Morgans, discusses Reliance Worldwide Corporation (ASX:RWC), an addition to our Morgans Best Ideas (May 2021).Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU
2021-07-0701 minMorgans Best IdeasMorgans Best Ideas: April 2021Morgans Equity Strategist Andrew Tang runs through our Best Ideas for April 2021. This month we add Dalrymple Bay Infrastructure (ASX:DBI) and Frontier Digital Infrastructure (ASX:FDV) to our list.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU#FDV #DBI #Investment #Opportunities
2021-07-0702 minMorgans Best IdeasMorgans Best Ideas: Dalrymple Bay Infrastructure (ASX:DBI)Nathan Lead, Senior Analyst at Morgans, discusses Dalrymple Bay Infrastructure (ASX:FDV), an addition to our Morgans Best Ideas (April 2021).Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU#DBI #Investment #Stocks
2021-07-0704 minMorgans Best IdeasMorgans Best Ideas: Frontier Digital Ventures (ASX:FDV)Anthony Porto, Senior Analyst at Morgans, discusses Frontier Digital Ventures(ASX:FDV), an addition to our Morgans Best Ideas (April 2021).Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU#FDV #Investment #Stocks
2021-07-0704 minMorgans Business BreakfastMorgans Business Breakfast: Associate Professor, Paul GriffinDr Paul Griffin, Director of Infectious diseases at the Mater Hospital, spoke to the Morgans network at the Morgans Business Breakfast held on 23 June 2021 and discussed the latest in COVID-19 vaccine development, its rollout in Australia and how the different vaccines work in the immune system.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU#COVID #COVID-19 #Vaccine
2021-07-0724 minMorgans ConversationsMorgans Conversations: Justin Hales, Founder and CEO of CamplifyIn today’s episode of Morgans Conversations, Morgans Adviser Chris Titley chats with Camplify’s founder and CEO Justin Hales. Justin talks about why he started the business, how the business has progressed, how they navigated 2020 as well what Justin is most excited about with the future of Camplify. Camplify, post this podcast, subsequently listed on the ASX on June 28 and is currently trading at $1.32 per share under the ASX Code CHL.Morgans Corporate Limited was Lead Manager & Underwriter to the Initial Public Offer of shares in Camplify Holdings Limited in June 2021 and received fees in this regard.
2021-07-0122 minMichael Knox, Morgans Chief EconomistWhen will the RBA end quantitative easing? Michael Knox, Morgans Chief EconomistThe RBA must continue quantitative easing until after unemployment has fallen below 4.5% and after the RBA inflation target is already being hit. Michael Knox Morgans Chief Economist discusses his views with the Morgans network.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU#RBA #Unemployment #Quantitativeasing
2021-06-3007 min
Michael Knox, Morgans Chief EconomistWhen will the RBA end quantitative easing? Michael Knox, Morgans Chief EconomistThe RBA must continue quantitative easing until after unemployment has fallen below 4.5% and after the RBA inflation target is already being hit. Michael Know Morgans Chief Economist discusses with the Morgans network.
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#RBA #Unemployment #Quantitativeasing
2021-06-3007 minMichael Knox, Morgans Chief EconomistAn old timey model of the Aussie Dollar: Michael Knox, Morgans Chief EconomistMichael Knox, Morgans Chief Economist discusses with the Morgans network how the Aussie dollar should rise, to catch up with rises in commodity prices.Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU
2021-06-2508 minMorgans ConversationsMorgans Conversations: Jason Orthman, Lead Portfolio Manager of Hyperion Asset ManagementMorgans Adviser Tim Evans interviews Jason Orthman, Lead Portfolio Manager, Deputy CIO & Deputy Chair of the Executive Committee at Hyperion Asset Management.Hyperion has over $10 billion in funds under management and an exceptional track record of performance since establishment in 1996.Jason discusses Hyperion’s past successes, investment process, maintaining conviction, and current market factors. Hyperion conducts deep fundamental analysis on businesses before investing and has a long term investment horizon.Hyperion conducts fundamental analysis on businesses for three to five years before investing.Check out more from Morgans:Visit the Mo...
2021-06-0416 minMichael Knox, Morgans Chief EconomistAustralian GDP and the iron ore price: Michael Knox, Morgans Chief EconomistA tight market for iron ore generates more income to employ more Australians, and lift GDP. Michael Knox discusses with the Morgans network.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU#GDP #Iron #China
2021-06-0308 minMorgans ConversationsMorgans Conversations: Tim Fung, CEO and Co-Founder of AirtaskerIn this interview, we chat with Tim Fung, CEO and Co-founder of Airtasker, in the first podcast post the IPO. We caught up with Tim 6 months ago, and since then a lot has happened in regards to the business with an IPO as well as expansion in to the US via their first acquisition. Tim talks about the platform enhancements, the global nature of the business , why and how they are entering the US, as well as what he is most excited about.Morgans Corporate Limited was Lead Manager & Underwriter to the Initial Public Offer of shares in...
2021-06-0127 minMorgans ConversationsMorgans Conversations: Sam Riley, Co-Founder and CEO of AnsaradaIn today’s Morgans Conversations Podcast, Adviser Chris Titley interviews Sam Riley, Co-founder and CEO of ASX listed Ansarada (ASX:AND). Ansarada, named aptly after the four founders, provides cloud-based software as a service (SaaS) information governance solutions. The company recently listed on the stock exchange post the merger with The Doc Yard. Sam goes in to conversation about the history of the business, the navigation of the COVID-19 period , the customer growth story as well as the macro environment.Morgans Corporate Limited acted as Joint Lead Manager and Underwriter for the Capital Raising of Ansarada Group Limited an...
2021-05-2727 minMichael Knox, Morgans Chief EconomistIs the US CPI a shock? Michael Knox, Morgans Chief EconomistThe US economy gets moving again. Michael Knox Morgans Chief Economist explains.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU#USCPI #Economy #USEconomy
2021-05-1708 minMichael Knox, Morgans Chief EconomistReflation, not Inflation: Michael Knox, Morgans Chief EconomistGrowth surprises on the high side, inflation surprises on the low side. Michael Knox details his perspective with the Morgans network.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU#Growth #Inflation #Economy
2021-04-2908 minMorgans ConversationsMorgans Conversations: Danny Lessem, CEO of ELMO SoftwareMorgans Adviser Chris Titley chats over the phone with Danny Lessem, Co-founder and CEO of ASX listed Elmo. Danny talks through the history of the business (19 years old), the evolution of the business and the modules they deploy as well as their growth over the last five years.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAUCheck...
2021-04-2722 minMorgans ConversationsMorgans Conversations: Alex Waislitz, Thorney TechnologiesIn today’s Morgans Conversations, Adviser Chris Titley chats via phone with Alex Waislitz from Thorney Technologies (ASX Code: TEK). Alex gives an update from his last interview in December, and talks about the first 4 months of the 2021 Calendar year including snippets about crypto currency, SPAC’s, as well the IPO market. Alex also talks about a number of their stocks within the portfolio as well as his views on the market in general.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/Blog...
2021-04-2726 minMichael Knox, Morgans Chief EconomistIs the outlook for the Australian economy good or better than good? Michael Knox, Morgans Chief EconomistVery high US growth in 2021 could help Australia to outperform. Morgans Chief Economist Michael Knox discusses and answers questions from the Morgans network, regarding Australia's growth in 2021.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU#Economy #USeconomy #Auseconomy
2021-03-3115 minMorgans ConversationsMorgans Conversations: Mark Watkin, Global CEO of Bike ExchangeIn this interview, Chris Titley chats with Mark Watkin, Global CEO of ASX listed Bike Exchange (ASX Code: BEX). Mark talks about the history of Bike Exchange a marketplace selling anything to do with Bikes, the category size and industry thematics as well as their geographical expansion. Mark also talks about how they are deploying capital for their next chapter of growth.Disclaimer: Morgans was lead manager to the IPO of Bike Exchange and received fees in this regard.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck...
2021-03-3026 minMorgans ConversationsMorgans Conversations: Peter Lancken, Non-Executive Charirman of AcrowIn today’s Morgans Conversations, adviser Chris Titley chats with Peter Lancken, Chair of Acrow Formwork (ASX Code: ACF). Peter delves into the story of Acrow – from his background at Kennards to now the opportunity at large. Peter discusses why he joined Acrow, how they navigated through 2020, as well as his views about the current infrastructure thematic. He also talks about the importance of culture, and the business acumen the company is deploying for future growth.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com...
2021-03-2223 minMorgans Business BreakfastMorgans Business Breakfast: Dr Sean Parsons, Founder and CEO of EllumeDr Sean Parsons, Founder & Managing Director of Ellume, presented at the Morgans Business Breakfast. The Australian-based digital diagnostics company has developed an at-home COVID-19 test kit that delivers a result within 15 minutes with roughly 96% accuracy.Ellume struck a US$230 million deal with the United States in February to scale production and ship 8.5 million kits to the U.S. by the end of the year.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com...
2021-03-2221 minMorgans Business BreakfastMorgans Business Breakfast: Ian Macoun, Managing Director of Pinnacle (ASX:PNI)Morgans Business Breakfast is back for 2021. Our first guest speaker was Pinnacle Investment Management Group's (ASX:PNI) Managing Director, Mr. Ian Macoun.Mr. Macoun delves into his time at Pinnacle and spoke about the years ahead for the financial sector, including stock markets and the positive recovery from COVID-19.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU
2021-03-2233 minMichael Knox, Morgans Chief EconomistAn American Welfare State: Michael Knox, Morgans Chief EconomistThe Covid-19 rescue bill contains sweeping reforms to the US social safety net. Michael Knox discusses the implications of the bill, with the Morgans network.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU#USWelfare #Biden #Covid-19 #USpayments
2021-03-1708 minMorgans Best IdeasMorgans Best Ideas: March 2021Morgans Equity Strategist Andrew Tang runs through our Best Ideas for March 2021. This month we add Ansell (ASX:ANN) Baby Bunting (ASX:BBN) and remove APA Group (ASX:APA), Orica (ASX:ORI) and Beach Energy (ASX:BPT). Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU#Ansell #Investment #Stocks
2021-03-1503 minMorgans Best IdeasMorgans Best Ideas - Ansell (ASX:ANN): Dr Derek Jellinek, Senior AnalystDr. Derek Jellinek, Senior Analyst at Morgans, discusses Ansell (ASX:ANN), an addition to our Morgans Best Ideas (March 2021).Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU#Ansell #Investment #Stocks
2021-03-1504 minMichael Knox, Morgans Chief EconomistThe two biggest US budget deficits since WW2: Michael Knox, Morgans Chief EconomistThe US budget deficits of 2020 and 2021 drive the $US down and commodity prices up. Chief Economist, Michael Knox shares his latest thoughts with the Morgans network.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU#BudgetDeficit #Commodities #Economics
2021-02-1705 minMichael Knox, Morgans Chief EconomistThe FED – allowing the economy to run hot: Michael Knox, Morgans Chief EconomistThe Fed now intends to run inflation above 2% for some time. Michael Knox Morgans Chief Economist explains what this means for the bond market in two to three years’ time.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU
2021-02-1008 minMichael Knox, Morgans Chief EconomistWhy is the oil price rising? Michael Knox, Morgans Chief EconomistWhy the decline of US feedstock oil is allowing a rise in oil prices? Michael Knox shares his insights with the Morgans network.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU
2021-02-0305 minMichael Knox, Morgans Chief EconomistThe Australian V-shape recovery continues: Michael Knox, Morgans Chief EconomistWe estimate Australian GDP grew by 2.7% in Q4 2020. Michael Knox, Morgans Chief Economist discusses how the Australian economy is recovering, following the Covid-19 pandemic in 2020.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/Morgans.AustraliaOn Twitter: twitter.com/MorgansAU#GDP #Economy #Morgans #Australia #Unemployment
2021-01-2705 minMichael Knox, Morgans Chief EconomistThe Australian V-shape recovery continues: Michael Knox, Morgans Chief EconomistWe estimate Australian GDP grew by 2.7% in Q4 2020. Michael Knox, Morgans Chief Economist discusses how the Australian economy is recovering, following the Covid-19 pandemic in 2020.
Check out more from Morgans:
Visit the Morgans website: www.morgans.com.au
Check out our blog: www.morgans.com.au/Blog
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On Instagram: www.instagram.com/Morgans.Australia
On Twitter: twitter.com/MorgansAU
#GDP #Economy #Morgans #Australia #Unemployment
2021-01-2705 minMichael Knox, Morgans Chief EconomistThe RBA can limit the rise of the Australian dollar but not prevent it: Michael Knox, Morgans Chief EconomistThe RBA will need to keep quantitative easing in place for at least three years and probably four. Morgans Chief Economist Michael Knox, shares his thoughts with the Morgans network.Check out more from Morgans:Visit the Morgans website: https://www.morgans.com.auCheck out our blog: https://www.morgans.com.au/BlogOn Facebook: https://www.facebook.com/MorgansAUOn Instagram: https://www.instagram.com/morgans.australiaOn Twitter: https://twitter.com/morgansAU
2020-12-1809 minMichael Knox, Morgans Chief EconomistUS risk and US opportunity: Michael Knox, Morgans Chief EconomistThe US economy is strong, but Biden's tax policy could derail earnings. Morgans Chief Economist, Michael Knox, touches on how he believes the Biden program may influence both the US economy and after-tax earnings in 2021.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/morgans.australiaOn Twitter: twitter.com/morgansau#TaxPolicy #Risk #Opportunity #Morgans
2020-12-1709 min
Morgans Best IdeasMorgans Best Ideas - Orica (ASX:ORI): Belinda Moore, Senior AnalystBelinda Moore, Senior Analyst at Morgans, discusses Orica (ASX:ORI), an addition to our Morgans Best Ideas (December 2020).Check out more from Morgans:Visit the Morgans website: https://www.morgans.com.auCheck out our blog: https://www.morgans.com.au/BlogOn Facebook: https://www.facebook.com/MorgansAUOn Instagram: https://www.instagram.com/morgans.australiaOn Twitter: https://twitter.com/morgansAU#asx #investing #stockpicks #Morgans #Ori #Orica
2020-12-1502 min
Morgans Best IdeasMorgans Best Ideas - Santos (ASX:STO): Adrian Prendergast, Senior AnalystAdrian Prendergast, Senior Analyst at Morgans, discusses Santos (ASX:STO), an addition to our Morgans Best Ideas (December 2020).Check out more from Morgans:Visit the Morgans website: https://www.morgans.com.auCheck out our blog: https://www.morgans.com.au/BlogOn Facebook: https://www.facebook.com/MorgansAUOn Instagram: https://www.instagram.com/morgans.australiaOn Twitter: https://twitter.com/morgansAU#asx #investing #stockpicks #sto #Morgans
2020-12-1503 minMorgans Best IdeasMorgans Best Ideas - Inghams (ASX:ING): Belinda Moore, Senior AnalystBelinda Moore, Senior Analyst at Morgans, discusses Inghams (ASX:ING), an addition to our Morgans Best Ideas (December 2020).Check out more from Morgans:Visit the Morgans website: https://www.morgans.com.auCheck out our blog: https://www.morgans.com.au/BlogOn Facebook: https://www.facebook.com/MorgansAUOn Instagram: https://www.instagram.com/morgans.australiaOn Twitter: https://twitter.com/morgansAU#asx #investing #stockpicks #Morgans #Inghams #ING
2020-12-1502 minMorgans Best IdeasMorgans Best Ideas - Bega Cheese (ASX:BGA): Belinda Moore, Senior AnalystBelinda Moore, Senior Analyst at Morgans, discusses Bega Cheese (ASX:BGA), an addition to our Morgans Best Ideas (December 2020).Check out more from Morgans:Visit the Morgans website: https://www.morgans.com.auCheck out our blog: https://www.morgans.com.au/BlogOn Facebook: https://www.facebook.com/MorgansAUOn Instagram: https://www.instagram.com/morgans.australiaOn Twitter: https://twitter.com/morgansAU#asx #investing #stockpicks #Morgans #BegaCheese #Bega
2020-12-1503 minMorgans Best IdeasMorgans Best Ideas - Grain Corp (ASX:GNC): Belinda Moore, Senior AnalystBelinda Moore, Senior Analyst at Morgans, discusses Grain Corp (ASX:GNC), an addition to our Morgans Best Ideas (December 2020).Check out more from Morgans:Visit the Morgans website: https://www.morgans.com.auCheck out our blog: https://www.morgans.com.au/BlogOn Facebook: https://www.facebook.com/MorgansAUOn Instagram: https://www.instagram.com/morgans.australiaOn Twitter: https://twitter.com/morgansAU#asx #investing #stockpicks #Morgans #gnc #GrainCorp
2020-12-1502 min
Morgans Best IdeasMorgans Best Ideas - Magellan Financial (ASX:MFG): Scott Murdoch, Senior AnalystScott Murdoch, Senior Analyst at Morgans, discusses Magellan Financial (ASX:MFG), an addition to our Morgans Best Ideas (December 2020).Check out more from Morgans:Visit the Morgans website: https://www.morgans.com.auCheck out our blog: https://www.morgans.com.au/BlogOn Facebook: https://www.facebook.com/MorgansAUOn Instagram: https://www.instagram.com/morgans.australiaOn Twitter: https://twitter.com/morgansAU#asx #investing #stockpicks #Morgans #Magellan #mfg
2020-12-1502 min
Morgans Best IdeasMorgans Best Ideas: December 2020Morgans Equity Strategist Andrew Tang runs through our Best Ideas for December 2020. Six new entries to the list this month are: Orica (ASX:ORI), Inghams (ASX:ING), Grain Corp (ASX:GNC), Bega Cheese (ASX:BGA), Magellan Financial (ASX:MFG) Santos (ASX:STO).Check out more from Morgans:Visit the Morgans website: https://www.morgans.com.auCheck out our blog: https://www.morgans.com.au/BlogOn Facebook: https://www.facebook.com/MorgansAUOn Instagram: https://www.instagram.com/morgans.australiaOn Twitter: https://twitter.com/morgansAU#asx #investing...
2020-12-1502 minMorgans ConversationsMorgans Conversations: Alex Waislitz, Chairman of Thorney Investment GroupAlex Waislitz from Thorney Technologies joins us again to give an update on the last two months. TEK has announced a $37m capital raising, had two companies namely Credit Clear and Cluey float on the ASX as well as a very strong uplift in NTA. Alex also gives us some Macro and market views leading into 2021.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/morgans.australiaOn...
2020-12-1422 minMichael Knox, Morgans Chief EconomistUS risk and US opportunity: Michael Knox, Morgans Chief EconomistThe US economy is strong, but Biden's tax policy could derail earnings.
Morgans Chief Economist, Michael Knox, touches on how he believes the Biden program may influence both the US economy and after-tax earnings in 2021.
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
#TaxPolicy #Risk #Opportunity #Morgans
2020-12-1009 minMorgans ConversationsMorgans Conversations: Lance Giles, Founder and CEO of YoufoodzIn the latest Morgans Conversations Series Podcast, Morgans Adviser Chris Titley catches up with Lance Giles , CEO and Founder of Youfoodz. The company is a leader in high quality, affordable, ready-made meals. Lance tells the story of how the company has evolved over the years, the challenges they faced, the market segments they play in as well as describing how the company managed the unpredictable and unprecedented year that was 2020.Morgans is Joint Lead Manager and Underwriter to the IPO of Youfoodz and received fees in this regard.Check out more from Morgans:Visit the...
2020-12-0121 minMorgans ConversationsMorgans Conversations: Tim Fung, Co-Founder and CEO of AirtaskerWe catch up with Tim Fung from Airtasker who we last caught up within 2016. Tim talks about the progress of the company into new international markets, the murky waters that was 2020, and how they’ve responded internally, as well as some of the new verticals and uses for Airtasker including home office installation and IT setup, etc (including some very random ones!). Tim also delves into their future plans with launches in different geographies.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/Blog
2020-11-2623 minMichael Knox, Morgans Chief EconomistWill oil break upwards?: Michael Knox, Morgans Chief EconomistMichael Knox discusses how the falling US oil stock levels and a falling US dollar will help oil trade upwards over the next quarter.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/morgans.australiaOn Twitter: twitter.com/morgans#Oil #Brent #Morgans #OPEC
2020-11-2506 minMichael Knox, Morgans Chief EconomistWill oil break upwards? Michael Knox, Morgans Chief EconomistMichael Knox discusses how the falling US oil stock levels and a falling US dollar will help oil trade upwards over the next quarter.
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/morgans
#Oil #Brent #Morgans #OPEC
2020-11-2506 minMichael Knox, Morgans Chief EconomistAre emerging economies about to boom: Michael Knox, Morgans Chief EconomistA falling US Dollar and cheap US rates should generate increased US dollar finance for trade-in emerging economy exports.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/morgans.australiaOn Twitter: twitter.com/morgans
2020-11-2410 min
Morgans Best IdeasMorgans Best Ideas - Regis Resources (ASX:RRL): Mat Collings, AnalystMat Collings, Analyst at Morgans, discusses Regis Resources (ASX:RRL), an addition to our Morgans Best Ideas (November 2020).Check out more from Morgans:Visit the Morgans website: https://www.morgans.com.auCheck out our blog: https://www.morgans.com.au/BlogOn Facebook: https://www.facebook.com/MorgansAUOn Instagram: https://www.instagram.com/morgans.australiaOn Twitter: https://twitter.com/morgansAU
2020-11-1501 min
Morgans Best IdeasMorgans Best Ideas - Jumbo Interactive (ASX:JIN): James Lawrence, AnalystJames Lawrence, Analyst at Morgans, discusses Jumbo Interactive (ASX:JIN), an addition to our Morgans Best Ideas (November 2020).Check out more from Morgans:Visit the Morgans website: https://www.morgans.com.auCheck out our blog: https://www.morgans.com.au/BlogOn Facebook: https://www.facebook.com/MorgansAUOn Instagram: https://www.instagram.com/morgans.australiaOn Twitter: https://twitter.com/morgansau
2020-11-1501 minMorgans ConversationsMorgans Conversations: Aaron Cooper, Co-Founder of LivepresoIn this episode of Morgans Conversations, we catch up with Aaron Cooper from Livepreso. Livepreso assists businesses with creating a better presentation by having the ability to overlay datasets, be dynamic and interactive, and increased data analytics. They recently raised $5m to scale with investors such as Chris Ridd who was formerly the CEO of Xero locally.Check out more from Morgans:Visit the Morgans website: www.morgans.com.auCheck out our blog: www.morgans.com.au/BlogOn Facebook: www.facebook.com/MorgansAUOn Instagram: www.instagram.com/morgans.australia...
2020-11-1324 minMichael Knox, Morgans Chief EconomistTrump Vs. Biden: Beware of left wing populists bearing gifts: Michael Knox, Morgans Chief EconomistWith the US presidential election taking place next week, Morgans Chief Economist Michael Knox, explains how both programs -from Trump and Biden- produce large stimulus. Unfortunately, the Biden program includes large business taxes and business regulations.These damage employment, GDP, and living standards.Check out more from Morgans:Visit the Morgans website: https://www.morgans.com.auCheck out our blog: https://www.morgans.com.au/BlogOn Facebook: https://www.facebook.com/MorgansAUOn Instagram: https://www.instagram.com/morgans.australiaOn Twitter: https://twitter.com/morgansau?lang=en
2020-11-0109 min