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The Morning Mail

EPISODE 193 - MIKE HAWKINS



Our guest on the Morning Mail today in Evans and Partners Chief Investment Officer Mike Hawkins.

Mike discusses three very topical issues this morning :

  • his takeouts from the recent Federal Reserve Meeting in the United States and its implications for the US equity market ;
  • the domestic inflation data that was released yesterday and the likely reaction by the Reserve Bank ; and
  • the change to his recommended portfolio Asset Allocation yesterday which brings together his thoughts on the above events.