Clime Model Portfolios

Ready to switch CBA for ANZ

Wednesday, January 22nd, 2014
Summary: Australian growth stocks have performed well over the last two years but there are limited opportunities in this market. The need for Australian investors to seek out offshore companies has become acute. Key take-out: The saving grace for our...Click to view

Abernethy’s 10 calls for 2014

Wednesday, December 18th, 2013
Summary: A lower Australian dollar, a deteriorating domestic budget position, and a weakening in bond markets and potentially equity markets will be some of the hurdles confronting investors in the year ahead. Key take-out: If bond yields go up as...Click to view

McMillan Shakespeare well on recovery road

Wednesday, December 11th, 2013
Summary: Salary packaging and novated lease provider McMillan Shakespeare was hit hard earlier this year when the former federal government announced it would be overhauling its concessional fringe benefits tax treatment of vehicle usage. MMS share plunged and its business...Click to view

Why rates will head higher

Wednesday, December 4th, 2013
Summary: Australia’s economy will slow over the coming year as the cost of doing business with China rises – an outcome of the strengthening of China’s currency. The risk of imported inflation is real and adds to the forecast of...Click to view

Three upcoming floats with value holes

Wednesday, November 27th, 2013
Summary: Investors considering buying into initial public offerings often get caught up in the brand hype, without considering whether the buy-in price is necessarily fair value for the assets being put to market. In any float, private shareholders are seeking...Click to view

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