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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Broadspectrum: Mattress Mischief Managed
Friday after the close of trading and before the long holiday weekend, Ferrovial Services Australia - the bidding party in Ferrovial's Offer...
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Beware Impairments in EM and Asia
The failure to use or the aggressive implementation of asset write downs in emerging markets and Asia will have far reaching implications for...
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Broadspectrum: One Bump & It's Final
It has been a long and tiring battle behind the mattresses for both sides. Ferrovial initially bid $A$1.35/share in a hostile approach last...
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