Founder Evidente. Top rated quantitative analyst, Evidente

Sam Ferraro

Founder Evidente. Top rated quantitative analyst

Evidente

Evidente is an independent financial education firm that delivers innovative financial advice to wholesale investors, including active long only funds, hedge funds, pension funds, and sovereign wealth funds, in Australia and globally.  Drawing on academic research in asset pricing, behavioural finance and portfolio construction, Evidente provides wholesale investors with commercial solutions to stock selection and asset allocation decisions across equities and other asset classes.

Thematic (Sector/Industry)

<p id="yui_3_17_2_6_1442671315136_1654">The decision by the Coalition government to replace its leader, Tony Abbott, with Malcolm Turnbull dominated developments in Australia in the past week.&nbsp; Many political commentators have discussed the different style in communication that Mr Turnbull will bring to his Prime Ministership.&nbsp; Indeed, Mr Turnbull himself has flagged that the Government will need to do a better job in articulating an economic vision for Australia.</p><p>Whatever that vision is, Evidente&rsquo;s view is that four key factors will constrain the new Prime Minister&rsquo;s ability to execute on that vision: the stark reality of a hostile Senate, Australia&rsquo;s terms of trade shock associated with China&rsquo;s slowdown, the country&rsquo;s wage recession, and the wedge between government revenue and spending.&nbsp; Thus, the great expectations that Canberra's press gallery and the community have for Mr Turnbull's Prime Ministership are unlikely to be met.</p>

The decision by the Coalition government to replace its leader, Tony Abbott, with Malcolm Turnbull dominated developments in Australia in the past week.&nbsp; Many political commentators have discussed the different style in communication that Mr Turnbull will bring to his Prime Ministership.&nbsp; Indeed, Mr Turnbull himself has flagged that the Government will need to do a better job in articulating an economic vision for Australia.Whatever that vision is, Evidente&rsquo;s view is that four key factors will constrain the new Prime Minister&rsquo;s ability to execute on that vision: the stark reality of a hostile Senate, Australia&rsquo;s terms of trade shock associated with China&rsquo;s slowdown, the country&rsquo;s wage recession, and the wedge between government revenue and spending.&nbsp; Thus, the great expectations that Canberra's press gallery and the community have for Mr Turnbull's Prime Ministership are unlikely to be met.

VanEck Vectors Australian Banks ETF (MVB AU)

Weekly Impressions - Australia's Political Culture at a Crossroads