Hybrids: Have We Recovered Since February?
Back in February 2016, trading margins of ASX-listed hybrid securities widened significantly. As a result, there were a number of attractive...
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Model Portfolio Monthly Update - Retain Strong Defensive Bias
Following a strong start in its first live month, Evidente's model portfolio under-performed in the month of August, falling by -3.0%, well below...
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Second Half 2016 Outlook: Where to from Here?
Over the past year Australian companies have been effected by changing regulation, falling interest rates and currency, sharp drops in commodity...
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ANZ's Asian Emphasis Does Not Seem to Support Profit, Returns
ANZ’s most important Asian investments are AMMB, Bank Pan Indonesia, Shanghai Rural Commercial Bank and Bank of Tianjin.  The idea of emphasizing...
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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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