Reports

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Monday Edition, 13 July 2026
Peter Switzer

Headwinds, tailwinds and the Iran Trump Card: what your portfolio might need right now

Peter Switzer · July 13, 2026

Looking at the portfolios of my financial advice clients, which have largely outperformed the broader market over the past 12 months, I'm shifting towards a defensive stance. I'm looking at good income payers and for growth, I'll keep supporting my favourites, while keeping my eye on a bundle of promising stocks that could be good buys if we see a market pullback in coming months.

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James Dunn

Two transformational situations

James Dunn · July 13, 2026

Here are two situations that have recently been described as "transformational" where I would be prepared to bet on a positive outcome.

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Maureen Jordan

“HOT” stock: Infratil (IFT)

Maureen Jordan · July 13, 2026

For our "HOT" stock today, Raymond Chan, Private Client Adviser and Head of Asian Desk explains why Morgans stock of the week is Infratil (IFT).

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Switzer on Saturday, 11 July 2026
Peter Switzer

Iran, Trump & AI anxiety hit stocks again

Peter Switzer · July 11, 2026

Bloomberg editor John Authers looked at this week’s big market-moving story, the resumption of hostilities between Iran and Donald Trump over the Strait of Hormuz and renamed the ceasefire MOU and called it a MOM – that is, a “Memorandum of Misunderstanding”!

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Thursday Edition, 9 July 2026
Paul Rickard

Questions of the Week

Paul Rickard · July 9, 2026

Can I claim a tax deduction for expenses to attend a company shareholder meeting? What's the consensus target price for real estate developer Goodman Group? Do I need to actually "downsize" in order to access the downsizer super contribution? With property prices falling, what happens to ASX property stocks?

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Maureen Jordan

“HOT” stock: ResMed (RMD)

Maureen Jordan · July 9, 2026

In our "HOT" stock article, Michael Gable, Managing Director of Fairmont Equities, says the 50-day Moving Average is starting to level out again and there's a good chance ResMed (RMD) has bottomed and should recover some of its recent decline.

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Monday Edition, 6 July 2026
Maureen Jordan

“HOT” stock: Whitehaven Coal (WHC)

Maureen Jordan · July 6, 2026

For our "HOT" stock today, Raymond Chan, Private Client Adviser and Head of Asian Desk goes through the four key reasons why Whitehaven Coal (WHC) is Morgans' Stock Pick of the Week.

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James Dunn

Two copper producing stocks

James Dunn · July 6, 2026

As the burgeoning demand for AI infrastructure, electrification, the 'energy transition' and defence systems intersects with years of under-investment in mining, many commodities are surging in price and top of the tree is copper. Here are two producers that stand out in terms of value they offer at current share prices.

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