Latest Articles
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Our view on The Budget - 09/05/12
In our view there are 3 key themes that exist inside the 2012 Budget. First, the Australian Labor Government has after 4 years actually realised that it is a Labor Government. Having won successive elections by moving into the centre … Continue reading
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Banks, bonds and interest rates - 02/05/12
The commentary by the National Australia Bank (NAB) concerning its UK restructuring provides an insight into how bad the UK economy is at present. Quite alarmingly, we can foresee seriously hard times for the UK economy and particularly after economic … Continue reading
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A review of recent past and our outlook - 24/04/12
During September last year, markets were capitulating under a weight of worry flowing from a potential default by Greece plus the deteriorating fiscal positions of both Italy and Spain. There were more concerns in October when the German Administration “seemed” … Continue reading
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Ahead of the pack - 16/04/12
This glowing review of the Clime Australian Value Fund was published in the Australian Financial Review this weekend (April 14th 2012) >> Click here to read the AHEAD OF THE PACK article
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The rain in Spain goes mainly down the drain in May – or is it April? - 11/04/12
There seems little doubt that the next traumatic event for investors will emanate from Spain. The European Union has flagged the coming problems by lifting its so called “fire wall” defences by another 500 billion euros in recent weeks. How … Continue reading
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The evolution of mediocracy - 28/03/12
“It is not the strongest of the species, nor the most intelligent that survives. It is the one that is most adaptable to change.” – Charles. R. Darwin (1887) There is much in that observation by Charles Darwin that describes … Continue reading
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You cannot eat a Bond but you can eat an Apple - 21/03/12
On Tuesday 6 March the Reserve Bank of Australia (RBA) decided to keep interest rates steady in Australia. This decision suggested that in the view of the RBA, Australia’s interest rate settings were just about right given the underlying strength … Continue reading
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Solidly built for a strong future - 18/03/12
The following article (featuring our analyst, Adrian Ezquerro) was published in the Sydney Morning Herald, Sunday, 18 March 2012. Written by Penny Pryor. Up in the Sunshine State is a company ripe with promise. Construction and infrastructure development company Seymour … Continue reading
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All the way with the USA - 14/03/12
Last week’s news on Greece has given investors a temporary and welcome sign of relief. The Greek default will be orderly and European Financial Stability Facility funds will be disbursed. Debt payments will be re-structured or swapped, now that private … Continue reading
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Bad time to cut the cord - 08/03/12
The following article (featuring our CIO, John Abernethy) was published in The Herald, Thursday, 8 March 2012. TAXPAYERS have been left hundreds of millions out of pocket as a consequence of the Future Fund’s ill-timed sell-down of Telstra shares. And … Continue reading
