Retain Defensive Bias as the Reluctant Rate Cutter Likely to Deliver More Stimulus
Interbank Cash Rate Futures point to a 65% probability that the RBA will cut the Overnight Cash Rate (OCR) by 25 basis points to 1.5% on...
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Launch of Evidente's Long Only Model Portfolio (Australia)
In this post, Evidente launches its benchmark aware, long only model portfolio for Australia for the 2017 financial year. It is designed to be a...
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Retain Positive View on Australia's Discretionary Retailers
In May of last year, Evidente published a post recommending that investors have an overweight bet in Australia’s discretionary retailers based on...
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Smiggle International Set to Expand Premier Investments'Offshore Footprint
Premier Investments recently updated the market on its international expansion plans, with the company poised to accelerate the U.K. expansion of...
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Dissecting Australian Retailers' CSR Credentials | Unlocking Embedded Value in Myer's Iconic Brand
The fulcrum of power and influence in Australia’s superannuation system has been gradually shifting towards asset owners – particularly industry...
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