Morning Mail Questions? Please email us at [email protected] or contact us on Twitter (@EAP2007). 

On the first edition of the Morning Mail for the week, David is joined by Chief Investment Officer, David Jarman, and Head of International Equities, Stephen Arnold.

Before Stephen analyses the affect the Brexit event has had on International markets and the EAP International Fund specifically, David Jarman discusses the market volatility resulting from Friday’s decision. Both David and Stephen outline their views the forecasted impact Brexit will have both globally and domestically. 

This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners’ relationships

This podcast contains factual information or general advice and does not take into consideration any particular person’s financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct.

The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed

Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.

Morning Mail Questions? Please email us at [email protected] or contact us on Twitter (@EAP2007). 

On the first edition of the Morning Mail for the week, David is joined by Chief Investment Officer, David Jarman, and Head of...

On the final edition of the Morning Mail for this week, David is joined by Evans and Partners Portfolio Manager, Mike Hawkins.

The Brexit referendum is touched on by Mike who provides his views on how this is likely to affect financial markets (...

On the final edition of the Morning Mail for this week, David is joined by Evans and Partners Portfolio Manager, Mike Hawkins.

The Brexit referendum is touched on by Mike who provides his views on how this is likely to affect financial markets (if at all) before currency volatility is looked at closely. Mike goes on to underline the importance of hedging in investment portfolios and summarises by discussing the sensitivity levels of Australian markets and how they correlate to the upcoming Federal Election. 

This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners’ relationships

This podcast contains factual information or general advice and does not take into consideration any particular person’s financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct.

The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed

Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.

Morning Mail Questions? Please email us at [email protected] or contact us on Twitter (@EAP2007). 

On the Thursday edition of the Morning Mail, David is joined by Mary Manning, Portfolio Manager at Ellerston Asia Investments...

Morning Mail Questions? Please email us at [email protected] or contact us on Twitter (@EAP2007). 

On the Thursday edition of the Morning Mail, David is joined by Mary Manning, Portfolio Manager at Ellerston Asia Investments Ltd (EAI).

Mary firstly discusses the growth opportunities in the Asian region compared with both the US and Australia and runs through a number of the countries within Asia that EAI is invested in. Disruptive technology within Asian markets is touched on with Mary noting a number of benefits investors can realise with exposure to these markets before noting the current cash levels and growth criteria of the fund. 

This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners’ relationships

This podcast contains factual information or general advice and does not take into consideration any particular person’s financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct.

The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed

Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.

Morning Mail Questions? Please email us at [email protected] or contact us on Twitter (@EAP2007). 

On the mid-week edition of the Morning Mail, David is joined by the Head of International Equities at Evans and Partners, Stephen Arnold.

This morning, Stephen provides an overview of the upcoming reporting season of the international companies after firstly discussing general macroeconomic trends in global markets. Stephen then shares his insight into what he and his team look for when valuing and providing recommendations on international companies they cover, including market share, wage pressures and technology innovations. 

This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners’ relationships

This podcast contains factual information or general advice and does not take into consideration any particular person’s financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct.

The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed

Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.

Morning Mail Questions? Please email us at [email protected] or contact us on Twitter (@EAP2007). 

On the mid-week edition of the Morning Mail, David is joined by the Head of International Equities at Evans and Partners, Stephen...

On the Tuesday edition of the Morning Mail, David is joined by Evans and Partners Head of International Equities, Stephen Arnold.

Nestle (VTX:NESN) is on the agenda today with Stephen providing an insight into the recently held investor day where...

On the Tuesday edition of the Morning Mail, David is joined by Evans and Partners Head of International Equities, Stephen Arnold.

Nestle (VTX:NESN) is on the agenda today with Stephen providing an insight into the recently held investor day where the company’s growth, margins, market share and innovation philosophy are all touched on in the overall analysis. Stephen also shares his insight into where the company is headed from here on the back of the recent performance. 

This podcast is not intended to be a research report (as defined in ASIC Regulatory Guides 79 and 264). Any express or implicit opinion or recommendation about a named or readily identifiable investment product is merely a restatement, summary or extract of another research report prepared by Evans and Partners that has already been broadly distributed. You may obtain a copy of the original research report from an Evans and Partners Advisor. Please visit https://www.evansandpartners.com.au/important-disclosures to access important disclosures regarding Evans and Partners’ relationships

This podcast contains factual information or general advice and does not take into consideration any particular person’s financial situation, goals, needs or tolerance for risk. Before acting on the information, you should consider the appropriateness of it, having regard to your own particular financial situation, goals, needs or tolerance for risk and/or seek professional advice. Any forward looking statements are based on current expectations at the time of the interview. No assurance can be given that such expectations will prove to be correct.

The material contained in this document is for information purposes only and does not constitute an offer, solicitation or recommendation with respect to the purchase or sale of securities. It should not be regarded by recipients as a substitute for the exercise of their own judgment. If the material relates to a financial product that is the subject of a Product Disclosure Statement or offer document investors should obtain a copy of the relevant disclosure document and consider it before making any decision about whether to acquire the product. Readers should be aware that past performance should not be construed as an indication of future performance and that future returns are not guaranteed

Any opinions and/or recommendations expressed in this podcast are subject to change without notice and Evans and Partners is not under any obligation to update or keep current the information contained herein. References made to third parties are based on information believed to be reliable but are not guaranteed as being accurate.