On the second edition of the Morning Mail for the week, David is joined by Evans and Partners Senior Research Analyst, Simon Fitzgerald.On today’s agenda is Challenger Ltd (CGF). Simon begins by summarizing the company before delving into...

On the Monday edition of the Morning Mail, David is joined by the Chief Investment Officer at Evans and Partners, David Jarman.David discusses the implications of last week’s CPI data for monetary policy. He then previews this week’s US Q1 GDP data...

On the final edition of the Morning Mail for the week, David is joined by Co-Head of Research at Evans and Partners, Matt Prior.In the wake the market’s initial briefing with Primary Health Care Ltd (PRY) new CEO Peter Gregg, Matt discusses the...

On the Thursday edition of the Morning Mail, David is joined by Evans and Partners Senior Research Analyst, Bob Desmond.The Swatch Group I (UHR) is on the agenda today with Bob providing an overview of the various brands the company owns before...

On the mid-week edition of the Morning Mail, David is joined by Evans and Partners Head of International Equities, Stephen Arnold.W.W.Grainger (GWW:US) and Nestle (NESN:SWX) are the focus of discussion after their recently released quarterly results...

On the Tuesday Edition of the Morning Mail, David Hay is Joined by Evans and Partners Australian Equities Portfolio Manager, Mike Hawkins.Mike begins by sharing his perspective on the Australian market where a broad range of sectors are now facing...

On the first edition of the Morning Mail for the week, David is joined by the Chief Investment Officer at Evans and Partners, David Jarman.David initially discusses the implications of the 1% reduction in the Reserve Ratio Requirement announced by...

On the Friday edition of the Morning Mail for the week, David is joined by Co-Head of Research at Evans and Partners, Matt Prior.Matt provides an insight into Medibank Private Ltd (MPL), including the recent government announcement regarding the outsourcing of the primary health networks, tying this back to the stock price and projected performance. Matt also discusses whether this opportunity is likely to arise again for MPL before outlining a number of initiatives the company is undertaking with the intention of driving growth further in the near future.

On the Thursday edition of the Morning Mail, Alison Rodriquez is joined by Peter Stamoulis, Research Analyst at Evans and Partners.Seek Ltd (SEK) is the focus of discussions today with Peter firstly touching on the core domestic business, identifying the Candidate Placement Strategy as a key factor in the company’s medium to long term plans. Analysis is also conducted on the large global investment that has been made by SEK touching on key markets before investigating a number of important catalysts for the stock. Peter summarises by providing the current valuation and recommendation for SEK, reaffirming the reasoning behind the decisions.

On the mid-week edition of the Morning Mail, David is joined by Evans and Partners Senior Research Analyst, Simon Fitzgerald.Simon initiates coverage on AMP Limited (AMP), firstly providing a broad overview of the company focusing on past and recent business performance, management, and also the growth potential of the wealth protection and wealth management parts of the company. Simon also discusses the Investment Management side of the business, highlighting the recent push into the Asian market, before a regulatory risk update in regards to AMP is shared.