Aussie Equities Model Portfolio Update
Good outperformance by staying long growth. Our model portfolio has a tilt towards Growth over Value and this has underpinned its solid...
475 Views
Global Energy Shares Breaking Out; Technology Remains Attractive
The MSCI ACWI and S&P 500 have both achieved a higher high relative to mid-April prices, which we see as a potential early indication of a...
506 Views
Coal Is Here to Stay
When it comes to thermal coal, two questions come to mind. What is the future for coal demand given the changing mix of fuel options for...
370 Views
WHC AU (Whitehaven Coal)
Should you have any questions and wish to speak with one of our analysts, please don’t hesitate to contact us.Equity Asia: + (65) 6735 3040 or...
251 Views
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...
268 Views