Equity Analysis /
Australia

AU : Strategy - Australia Strategy: Morgans best ideas

    Tom Sartor
    Tom Sartor

    Senior Analyst - Resources & Metals

    Andrew Tang
    Andrew Tang

    Economics & Strategy - Equity Research

    CGS-CIMB
    1 April 2022
    Published by

    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.