Latest Articles

Dancing near the edge

Thursday, August 1st, 2019
US economic expansion becomes longest in history. This bull market has been built on low rates. Is time up? The US economy is enjoying its longest uninterrupted stretch of expansion since the 1850s, despite the eurozone crisis, slowdown in China,...Click to view

Is Coles a long-term yield play?

Wednesday, July 31st, 2019
The investment quality and portfolio role of the market’s newest large-cap stock became clearer recently. Coles Group, which demerged from Wesfarmers and listed on the ASX in November last year, recently held its inaugural strategy day. Coles committed to a...Click to view

Hansen acquisition could boost share value

Thursday, July 4th, 2019
In early June, Hansen Technologies (ASX:HSN) completed an A$166m acquisition of Canada-based Sigma Systems. This was HSN’s largest acquisition to date, funded via a new A$225m facility. We initially included HSN in the Clime Direct Model Portfolio because it was...Click to view

Growing the MQG position

Wednesday, July 3rd, 2019
On 14 June we added to our newly initiated Macquarie Group position in the Clime Direct Model Portfolio. In our last report, we explained the investment quality we see in MQG. Today we summarise our thesis below. In summary, the...Click to view

China-US trade negotiations roll on

Tuesday, July 2nd, 2019
At this point, markets seem relatively relaxed as they regard it as quite likely that US-China trade talks will get back on track, whilst doubting that a deal can, in fact, be struck before the end of the year. This...Click to view

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