EPISODE 94 - PHILLIP ANGLIN & MIKE HAWKINS
On today’s edition of the Morning Mail, Philip Anglin is joined by Chief Investment Officer Mike Hawkins.
Having now had time to reflect on the US decision to proceed with purchase of $600b of treasury debt (QE2), we focus on implications for portfolios. This strategy, coupled with strong US payroll data released last Friday supports Mike’s recommendation to review international exposure in portfolios. We finish with a discussion on reviewing portfolio exposure to resources and possible switches into Australian industrial companies.
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