Our guest on the Morning Mail today is Evans and Partners Chief Investment Officer Mike Hawkins.
Following on from his appearance on the program last week, Mike rounds out his discussion on the global economies with comments on Europe and potential inflation threats in this region. Focusing back on the domestic economy and investment markets, Mike outlines his expectations of the CPI data that will be released today as well as detailing recent changes to the Evans and Partners Model Portfolio.
We close by discussing the current situation with AMP Ltd and their takeover of AXA Asia Pacific Holdings Ltd’s Australian and New Zealand businesses, and a potential trading opportunity around this transaction.
