Evans and Partners Chief Investment Officer Mike Hawkins joins David on the Morning Mail this morning.
US GDP data was released to the market on Friday last week. While the headlines focused on the gain being weaker that the previous 6 months, Mike comments on the business investment component of the 0.6% gain.
Two companies in the Evans and Partners Model portfolio provided updates to the market last week – QBE Insurance and Macquarie Group (at their AGM). While the market reacted negatively to these announcements, Mike details why they remain in the Model Portfolio. We also discuss the resources sector including the potential re-emergence of the “carry trade”, and the case for considering Oz Minerals in your portfolio.
