Premier Needs More Tricks Than Smiggle
Of all the retail brands in the Premier Investments stable, Smiggle, the children’s stationery and accessory brand, undoubtedly has the strongest...
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Australian Discretionary Retailers Defy Record Low Wage Growth - Retain Overweight
Over the past 18 months, Evidente has recommended that Australian focussed investors have an overweight bet in discretionary retailers,...
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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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