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We ask our analysts bi-annually to provide their sector outlook and compile their top stock picks.

In our new December 2023 analyst outlook and stock picks report we take a look at the following sectors:

  • Listed Investment Companies by Hayden Nicholson
  • Agricultural & FMCG by Jonathan Snape
  • Technology by Chris Savage & Michael Ardrey
  • Diversified Financials by Marcus Barnard
  • Real Estate by Andy MacFarlane & Connor Eldridge
  • Retail by Chami Ratnapala
  • Industrials by Sam Brandwood, Olivia Hagglund & Daniel Laing
  • Healthcare by John Hester & Thomas Wakim
  • Gold by David Coates & Bradley Watson
  • Base Metals by David Coates & Bradley Watson
  • Strategic Minerals by Stuart Howe & Regan Burrows
  • Energy by Stuart Howe & Regan Burrows
  • Mining Services by Joseph House & Baxter Kirk

To learn more about the stocks mentioned in this report, speak to your adviser or refer to the Client Access Research Library.

Please note that Speculative securities may not be suitable for retail clients (refer to final page of the report).

Published on December