On today’s edition of the Morning Mail, David is joined by Chief Investment Officer Mike Hawkins.
Mike re-iterates the key message from last week’s “View from the Outer” in respect to taking advantage of the current strength of the Australian Dollar v’s the US Dollar. This includes the execution of this strategy over the medium term.
Mike also comments on the proposed actions by the US Federal Reserve to support and stimulate the US economy (“Quantitative Easing”). Domestically, we discuss the implications of the takeover approach received by Perpetual Ltd by private equity firm KKR.
