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. Additions this month: Super Retail Group, Panoramic Resources and Bank of Queensland. Refer to our recently published Q2 Asset Allocation Outlook for our most recent view on portfolio positioning in 2022.
Equity Analysis /
AustraliaAU : Strategy - Australia Strategy: Morgans best ideas
Tom Sartor
Senior Analyst - Resources & Metals @ CGS-CIMB
Andrew Tang
Economics & Strategy - Equity Research @ CGS-CIMB
1 April 2022
1 April 2022
Published by