End of Year Investor Briefing 2017 – Video Series

Thursday, December 7th, 2017

Recorded in Sydney on the 24th November 2017 Agenda The MACRO introduction – John Abernethy Direct Property – David Schwartz Fixed Income – Robert Camilleri Australian Listed Securities – Anthony Golowenko Asset allocation thoughts and International – John Abernethy The... Continue reading

Dividend investors should start watching Coke Amatil – but from the sidelines

Thursday, December 7th, 2017

ASX code: CCL Share price: $7.69 Industry: Food & Beverages Forecast FY2018 Dividend: 46.0 cents 70 per cent franked Income investors will be wondering if Coca-Cola Amatil’s sliding share price makes the stock a buy for yield. At a $7.50... Continue reading

Axsesstoday: Riding the ‘Smashed Avo’ revolution

Thursday, November 30th, 2017

Australians are often characterised as being coffee and food snobs, with the stereotypes coming to a peak last year when millennials were accused of indulging in ‘smashed avo’ as opposed to saving for their first homes. Leaving the generational banter... Continue reading

Market confidence fuelled by global earnings growth

Thursday, November 30th, 2017

As publicly traded companies announce strong earnings growth for the last three months, markets have had a relatively muted reaction, meaning good results were expected. As the global economy heads into 2018 on a reasonably sure footing, it’s tough to... Continue reading

Smaller companies going global

Thursday, November 23rd, 2017

It’s often said that Australians are a nation of travellers. One could stretch to almost any corner of the globe and stumble across an Aussie. Given the increasingly global context of business and economics, we would suggest that the intrepid... Continue reading

SMSF update: Proposed downsizer contribution

Thursday, November 23rd, 2017

As part of the 2017-18 Federal Budget, the government announced the introduction of the “downsizer contribution” allowing people to downsize the size of their home and contribute some of the proceeds to Superannuation. So, what are the details and how... Continue reading

Market Wrap: Financials & Resources

Thursday, November 23rd, 2017

CBG, as part of the Clime Gorup, owns shares in ECX, JHG, BHP and RIO on or behalf of various mandates for which it acts as investment manager.... Continue reading

Market focused on Ramsay’s quieter 2018, not the onrush of demographically driven demand

Tuesday, November 21st, 2017

The 3.5 per cent relief rally in Ramsay Health Care shares on the day of the AGM, Thursday last week, will and should reassure shareholders. Preceding days had seen a selloff to as low as $64.39 as the market priced... Continue reading

Chasing yield: Optimism vs. speculation

Thursday, November 16th, 2017

We have never before experienced the market conditions that we see present today. If you want to learn more about managing your investments to deliver strong risk-adjusted returns, register for our End of Year Investor Briefings in your nearest capital... Continue reading

What banks are worth in the new digital age

Monday, November 13th, 2017

Suddenly the banking sector is alive with the buzzwords of the digital age: digitisation, artificial intelligence, robotics, big data, digital marketing, machine learning, agile team delivery of technology upgrades, and pre-empting disruption from fintechs. No longer staid generators of dusty... Continue reading

October rallies

Thursday, November 9th, 2017

October saw a sudden rally on the ASX as the local market finally started to catch up with the global equity rally. This is driven by strengthening world growth, ongoing strong liquidity flows from accommodative central banks, and a deteriorating... Continue reading

Market Wrap: AGM season

Thursday, November 9th, 2017

This week we bring you six Model Portfolio stocks following earnings updates and a few market shifts. Analysts, David Walker, Adrian Ezquerro and Damen Kloeckner come together to discuss their perspectives in this open forum, covering Nick Scali (ASX:NCK), Speedcast... Continue reading

China’s vision for expansion will shape global markets

Thursday, November 9th, 2017

The opening ceremony of the 19th National Congress of the Chinese Communist Party (CCP) was a rare and extensive opportunity to assess the political and economic intentions of China under President Xi Jinping. Not only will the conference have profound ramifications for... Continue reading

Property-focused Fund Manager with great prospective growth

Thursday, November 9th, 2017

Philosophically, for growth focused portfolios, we seek to acquire a part share in a range of high quality businesses at discounts to value. Embedded in this process is, among other things, a fundamental belief that the business we are buying... Continue reading

Super & Inflation: What’s in store for your retirement

Thursday, November 2nd, 2017

Over the last few weeks, two of Australia’s most respected and significant financial management leaders of recent times aired their views on superannuation (ex Treasurer Peter Costello) and inflation (ex RBA Governor Glenn Stevens). Their respective commentaries were titled “The... Continue reading

Telstra’s problems are just beginning

Thursday, November 2nd, 2017

Two and a half years ago, Telstra was on top of the world. It had an entrenched, monopolistic position in both mobile and fixed line telecom and a rock-solid yield during a period when investors have been desperate for reliable... Continue reading

Expect modest growth for 2018

Thursday, October 26th, 2017

The minutes of the Reserve Bank’s October meeting support our outlook for a modest acceleration in the Australian economy in 2018 and this week we upgraded our own GDP growth forecast, though we are at the lower end of the... Continue reading

How to invest in smaller companies

Thursday, October 26th, 2017

Picking up where David left off on large cap investing, this week I’m going to discuss some strategies we use to find investment opportunities for the Clime Smaller Companies Fund (CSCF). It’s not so much the individual company analysis but... Continue reading

Mantra: An Accord with Accor

Thursday, October 26th, 2017

We recently wrote a note on our investment thesis surrounding Mantra, Australia’s second largest operator of hotels and resorts. At the time, we outlined some of the secular trends and company specific catalysts which made it attractive to us as... Continue reading

Market Wrap: A new stock idea

Thursday, October 26th, 2017

There is a lot happening at present with AGM’s, quarterly updates, market news and share price movements so today we bring you an update on five model portfolio holdings and one new idea. Analysts, David Walker, Adrian Ezquerro and Damen... Continue reading

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