On the Valentine’s Day edition of the Morning Mail, David is joined by Chief Investment Officer Mike Hawkins.
Mike included QR National Ltd within his Equities Model Portfolio last week and we discuss the rationale behind this change.
In Mike’s weekly publication “The View from the Outer” last week, Mike touched on portfolio Asset Allocation and a potential change here in the second half of the year if inflationary pressures in the emerging economies continue to intensify. Mike discusses this in more detail this morning.
Important Notice: Evans and Partners acted as co-manager in the initial public offering of QR National Ltd.
