Debt

Retail Food Group Limited - 11/03/12

The gloomy outlook for those companies exposed to the soft discretionary spending cycle continues to hang as reporting season highlights the tough trading conditions many continue to face. Today we turn our focus to franchise owner Retail Food Group Limited … Continue reading →

Smell the roses – things aren’t that bad - 11/01/12

The tumbling of the euro in recent weeks whereby one $A buys 80 euro cents is another effect of government intervention. Free market economists need to go on a very long holiday or go back to university and extend their … Continue reading →

The pitfalls of mispricing debt – a focus on risk and return - 30/11/11

The yields on US bonds and German bonds will rise at some point in the not too distant future. At that time we will see claims that credit markets are freezing and debt funding is not available to the biggest … Continue reading →

The Italian Moment - 14/11/11

The following article by John Abernethy featured in The Eureka Report, 14 November 2011. The recent economic developments in Europe are not unlike those that confronted investors in late 2007 and early 2008. With Investment Banks collapsing in the US, … Continue reading →

The further you look, the better it gets - 04/10/11

The following article written by John Abernethy appeared in Eureka Report on Wednesday, 28 September 2011. – – – – – – – – – – – – – PORTFOLIO POINT: Five years from now the current uncertainty will be … Continue reading →

Clear eyes see through difficult times - 07/09/11

The following interview with John Abernethy featured in the The Australian, Wealth on Wednesday 7 September 2011. – – – – – – – – – – – – – Clime Investment Management’s John Abernethy. Picture: Jeremy Piper Source: The Australian … Continue reading →