Morgans' Top Large-Cap Picks for November 2025
Morgans has identified 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 signalling downside price risk. Concentration risk and macroeconomic uncertainty will continue to cause stock divergence.
This month, Morgans updates 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.
Author's summary: Morgans shares its top large-cap picks for November 2025.
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