Tracking a Slowdown Path for Aussie Equities
The Fed has massaged market expectations of lower official interest rates and with other central banks jumping onboard global financial conditions...
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Quality Counts: A Screen of ASX 200 Earnings Quality
Despite relatively sluggish price performance, the ASX 200 has provided global investors with strong returns that have seen it outperform both...
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Putting Aussie Earnings Conviction to the Test
Reporting Season Performance. Our recently published Earnings Season Wrap highlighted concerns about the number of downgrades to FY19 earnings...
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Aussie Reporting Season Update: Cracks in the Mirror
Solid Earnings Momentum Hits a Brick Wall. It’s still early days, with only 40% of stocks reporting during the first 2 weeks of reporting season,...
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Commodity Watch - Financialisation Has Not Driven Commodity Futures, but Net Hedging Pressure Has
Evidente is launching a new product - Commodity Watch - which is designed to monitor developments in global commodity markets, with a focus on...
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