Morgans' Top Large-Cap Picks for November 2025
Morgans has identified the large-cap stocks that offer the best risk-adjusted returns and upside over the next 12 months, with growth spread across sectors.
Valuations remain a challenge, but this is seen as limiting multiple expansion rather than indicating downside price risk. However, concentration risk and macroeconomic uncertainty will continue to cause significant stock divergence.
This month, Morgans has updated its large-cap Best Ideas, adding Aristocrat and removing Treasury Wine Estates, WiseTech, and Light & Wonder.
Although continued challenges in the Seqirus division may unsettle investors, we see the Behring growth engine intact, with cost savings reinforcing the path to sustained growth.
Investors will need to remain nimble and alert to navigate the market.
Author's summary: Morgans updates its large-cap picks for November 2025.
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