On today’s edition of the Morning Mail, David is joined by Chief Investment Officer Mike Hawkins.
Following on from the discussion with Mike on Friday, we focus on the further release of United States GDP data on Friday night and its implications for the US Federal Reserve meeting this week. Mike also comments of his expectation of gradual improving conditions in the United States verses what the broader market is factoring in.
Separately, we discuss the Macquarie Group Ltd result on Friday and the change Mike has made to the Evans and Partners Model Portfolio as a result.
