By Callam Pickering (Business Spectator) The financial risks from within the eurozone have declined this year but the external risks have increased, which is largely due to the uncertainty surrounding the Fed’s taper. According to the European Central Bank, systemic stress in ... Read more
Archives for November 2013
The View — Reserve Bank charts a difficult outlook
John Abernethy, Chief Investment Officer at Clime Asset Management Wednesday, 20 November 2013 The recent release of the Reserve Bank of Australia (RBA) Economic Chart Book creates a good opportunity to review some key drivers of the Australian economy. More importantly, it allows us to put ... Read more
China leaders vow ‘deep reforms’
Dow Jones China's leaders endorsed a broad policy platform that called for a "decisive" role for markets and greater rights for its vast rural population, even as it reasserted Beijing's grip on the world's second-largest economy. The lengthy communique released at the end of ... Read more
A formula for long-term investing
by Hilary Natoff, co-Portfolio Manager of the Fidelity Global Demographics Fund November 2013 For most people, the challenge of investing at the outset is to accumulate wealth over a relatively long time. The job of the investment industry is to build strategies for these investors that ... Read more
The View by Clime Asset Management
Paul Zwi, Chairman, Portfolio Review Committee at Clime and David Walker, Head of Equities at StocksInValue Wednesday, 6 November 2013 In recent months The View has covered the US economy, government debt crisis and quantitative easing (QE) at length. As the relationship between growth, money ... Read more