Members LoginMacroeconomic reports
Our weekly macro-economic report – The View – provides a clear appraisal of issues within the global economy, with straightforward conclusions and explanations of their impact on the Australian market. Reports are predominantly authored by John Abernethy (Chief Investment Officer of Clime Asset Management), a 30 year veteran of the industry, who is widely sought after, by the media, for comment and his often humorous and “direct” view.
RBA November credit: uptick underway but still historically weak
The RBA’s monthly credit data are of considerable interest to Australian investors because bank stocks are part of most portfolios. The rate of “system” growth in credit extended by domestic institutions largely determines interest income growth at the banks nearly …
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Why Australia’s ASX will revisit 5,000 soon
StocksInValue’s David Walker appeared on CNBC to discuss the recent rally in the ASX.
Webcast: Building a Premiership Portfolio
Broadcast on Wednesday 9th October.
Eureka Report Editor in Chief, Alan Kohler talks to John Abernethy (Chief Investment Officer with Clime Asset Management), George Whitehouse (Portfolio Manager with Clime Asset Management) and Adam Carr (Economist with Eureka Report) about …
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The View
How do you run out of money when you are printing it?
Written by John Abernethy, Chief Investment Officer of Clime Asset Management on 2 October, 2013
It is truly fascinating and it is also deeply disturbing to watch the …
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Webinar: Economic and Investment Update
Presented by David Walker and Amelia Bott, The Equities Insights Team on 18 September 2013.
We share our insights and opinion on current economic themes and opportunities, and importantly, the implications for the Australian equities market.
The macro economic …
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So much opportunity, but with so little thought
Written by John Abernethy, Chief Investment Officer of Clime Asset Management on 31 July, 2013
The constant short term focus on the monetary policy settings of the US Federal Reserve (FED) continues to take attention away from the immense long …
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G20 – Did I do that?
Written by John Abernethy, Chief Investment Officer of Clime Asset Management on 24 July, 2013
After initiating the decimation of the Fringe Benefits Tax (FBT) regime in Australia, Mr Chris Bowen, our current Treasurer, raced off to Moscow to attend …
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America – The Lone Ranger!
Written by John Abernethy, Chief Investment Officer of Clime Asset Management on 17 July, 2013
A recent holiday to the USA and the United Kingdom stimulated one thought in my mind – how insignificant Australia has become, once again.
Keeping our heads while others are losing theirs
Written by David Walker and Amelia Bott, The Equities Insights Team on 10 July 2013.
The times continue to favour investors focused on longer-term values over present-day fears, with marginal buyers and sellers of equities perennially preoccupied with this year’s stories …
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Gold – the long term allure of the “barbarous relic”
In a world gripped by anxiety about financial collapse, central bank money creation, bank failures, currency volatility and the risk of inflation – is it any wonder that safety is sought in the ancient precious metal, gold. Paul Zwi takes …
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