Latest Articles
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Transparency, simplicity in ASIC mix - 07/03/12
The following article (featuring CIO, John Abernethy) was published in the Australian Financial Review, 8 March 2012. It’s good Greg Medcraft, chairman of the Australian Securities and Investments Commission, supports the creation of a listed corporate bond market (“ASIC rings … Continue reading
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More than one way to reinvest stock dividends - 07/03/12
The following article (featuring CIO, John Abernethy) was published in the Australian Financial Review, 7 March 2012. During challenging financial times, many investors look for ways to introduce some stability to their investing. One approach share investors consider is focusing … Continue reading
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It does not compute! - 07/03/12
Headlines that China has slashed its growth rate are mindless. The projected growth clearly means that China will in 2012 need more iron ore, coal and copper than it did in 2011. It will need more again in 2013 and … Continue reading
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Looking into the future - 06/03/12
“… to our mind it is more sensible to focus on that which is more predictable – the likely changes to the economic environment over the next 3 to 5 years. From this we can focus on what is important … Continue reading
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Intensive care for Greece - 22/02/12
“The good news is your grandfather can be kept on life support until 2020. So long as he doesn’t leave his bed or make a noise, the hospital is willing to keep him in this comatose state.” Your grandfather is … Continue reading
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Quality’s vital in a ‘grinding’ market - 18/02/12
The following article featuring John Abernethy appeared in The Australian, February 18, 2012. CLIME Asset Management founder John Abernethy calls it a “grinding” year ahead in the stockmarket. The founder of a firm with more than $260 million under management, … Continue reading
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Face the facts: Throw the book at the RBA - 15/02/12
Let’s be very frank – last week was a fiasco in Australia. The decision by ANZ (followed by the other banks) to lift interest rates on variable mortgages seriously challenges the foresight of the Reserve Bank Board (RBA Board) and … Continue reading
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The stock market rollercoaster – Stick it out or get out? - 12/02/12
Paul Zwi, Clime’s Investment Committee Chairman provides his view on the current investment market in the following article published by Your Money Magazine, January 2012. Click here or on the above image to download the full article (function(d, s, id) … Continue reading
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Local results fail to impress, leaving a tale of two markets - 09/02/12
Troubled steelmaker BlueScope reports today, probably adding to already deep gloom. Picture: Bob Finlayson. Source: The Australian. The performance gap between local and US equity markets is widening as Australian investors shun a results season that so far has disappointed, despite subdued … Continue reading
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Spinning Confusion Will Not Help Retirees - 08/02/12
Honestly, how much of this nonsense do we have to bear? Did any of these observers ever get taught that company performance is based on return on shareholder capital? The US employment numbers for January (plus 243,000 jobs, unemployment rate … Continue reading
