Research Monitor - March Quarter 2020 Edition Research20 Jan 2020


  • Q4 2019 Performance. Investors who avoided the banks and stuck with the pharma sector would have handsomely outperformed the index.
  • 2020 Outlook for ASX200. The 21.3% rise in 2019 in the ASX All Ordinaries Index is the 16th highest since 1936.
  • The “Melt-up” phenomenon. The compound rate of earnings of the Australian market has been 5.32% since 1875.
  • EFG predictions and preferences. Each December, we review the Outlook we presented a year earlier. In 2019 our predictions proved to be sound.
  • Stock recommendations: MQG, CBA, SFR, S32, STO, WPL, CMA, VVR, PAL, VVA, OPY, WZR, ATU, MMI, MNY, Z1P.


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