We commence the week with Evans and Partners Chief Investment Officer Mike Hawkins on the Morning Mail.
We discuss how appropriate asset allocation will assist portfolio performance in the current market conditions, including Mike’s current views in this area. Evans and Partners current asset allocation views are covered in more detail in each edition of The View from the Outer.
Mike also discusses the strength of Thanksgiving retail sales in the United States and the market’s reaction to the Woodside Petroleum Ltd (WPL) Annual Investor Update on Friday. WPL forms part of the Evans and Partners Australian Equities Model Portfolio.
