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)

<ul><li>RBA communications dominated financial market developments in Australia over the past week.&nbsp; Mr Glenn Stevens gave the clearest indication that the RBA has adopted an easing bias, flagging that <em>'were a change to monetary policy to be required in the near term, it would almost certainly be an easing, not a tightening.' </em></li><li>Mr Stevens also suggests that concerns around the employment consequences of rising automation are overblown. The rise of the robots and the changing dynamic of our leisure time will give rise to occupations in the future that are unimaginable today.</li><li>Evidente discusses the risks that the few stocks offering strong growth prospects &ndash; including Domino&rsquo;s Pizza - become over-priced in an environment where the aggregate supply of growth is low.</li></ul>

RBA communications dominated financial market developments in Australia over the past week.&nbsp; Mr Glenn Stevens gave the clearest indication that the RBA has adopted an easing bias, flagging that 'were a change to monetary policy to be required in the near term, it would almost certainly be an easing, not a tightening.' Mr Stevens also suggests that concerns around the employment consequences of rising automation are overblown. The rise of the robots and the changing dynamic of our leisure time will give rise to occupations in the future that are unimaginable today.Evidente discusses the risks that the few stocks offering strong growth prospects &ndash; including Domino&rsquo;s Pizza - become over-priced in an environment where the aggregate supply of growth is low.

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