On the Monday edition of the Morning Mail, David Hay is joined by Chief Investment Officer Mike Hawkins.
We commence with a comment of the situation in Egypt that is unsettling investment markets currently. While this is a situation which we believe will be contained, Mike makes broader observations about whether similar events may occur over coming months and years.
In respect to investment fundamentals, Mike comments on both the domestic CPI data and the US GDP data that was released last week. We also touch on Mike’s expectations for the domestic company reporting season that begins this week.
