Chief Investment Officer Mike Hawkins fielded a number of topical questions in the Morning Meeting today, he shares his responses with David on the morning mail today.
Mike comments on the recent fall in offshore Bond yields and what it means for his view on equity markets. We cover the overnight $38.6 Billion bid by BHP Billiton Ltd for Canadian business Potash Corp. of Saskatchewan Inc and whether it signals a diversion in strategy for the company.
Mike also covers the One Steel Ltd result and change he has made to the company holding in the Evans and Partners Model Portfolio as a result of this announcement. He also briefly comments on the change to the David Jones holding yesterday in this Model Portfolio.
