Chief Investment Officer Mike Hawkins joins David on the Morning Mail this morning.
While the Global markets have been stronger of the past two weeks, the performance over the past twelve months has been essentially flat. Mike discusses on his thoughts for the coming twelve months.
Since Mike was last on the program, the Reserve Bank have met and domestic unemployment data has been released. Mike comments these announcements and also highlights sectors in the market that have performed strongly post reporting season. Recent Evans and Partners Model Portfolio changes reflect minor profit taking as a result of strong sector performance.
