Shaw and Partners has released the September Quarter 2023 edition of the Research Monitor.

INSIDE THIS ISSUE

• Q2 2023 Performance. The best performing Australian equity sector was Software & Services, up 19.4%, including dividends.
• Australia’s Housing Crisis: Australia has an estimated residential population of 26 million people that is growing at over 2% per annum.
• Tactical Asset Allocation: What is it and how can it help you?
• Uranium Sector: Uranium markets are entering the next phase of the post-Fukushima recovery.
• Transport, Freight, Logistics: Driving Australia’s Economy.
• Lithium Price Rebound: The Tesla Model 3 is the third-highest-selling vehicle in Australia of any variety.
• Pharmaceuticals Wholesaling Industry: The average Australian visits a pharmacy 14 times per year.
• Software and Technology: Talkin’ ‘Bout an (AI) Revolution
• EFG Mid-year Review: Top 10 Themes
• Shaw and Partners Model Portfolio
  
  

Stock recommendations: S&P/ ASX 100 Large Caps: AGL Limited (AGL); Altium® (ALU); CSL Limited (CSL); Metcash Group (MTS); QBE Insurance Group (QBE); Pilbara Minerals Limited (PLS); Santos Ltd (STO); Treasury Wine Estates (TWE). S&P/ASX Emerging Companies: Audinate (AD8); Global Lithium Resources (GL1); Infomedia (IFM); Paladin Energy (PDN); Peninsula Energy (PEN); Sigma Healthcare Ltd (SIG).

To receive a copy of the September Quarter 2023 edition, speak to your Shaw and Partners Adviser or contact us via email.