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
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
Australian Equities –“Why is it so?”
Articles Australian Equities - "Why is it so?" Andrew Fleming, Deputy Head of Australian Equities, questions the merit of the recent rally in equities, sustained high commodity prices, rising share prices for banks and residential property and the influence of ... Read more
China’s ‘wall of money’
Alan Kohler21 Oct, 8:19 AM With most of the world focused on austerity and deleveraging since 2008 and the US Federal Reserve the only supplier of liquidity, next month’s meeting of the Chinese Communist Party is shaping up to be a big deal. The third plenary of the ... Read more
America’s ‘too big to fail’ moment (Business Spectator Article)
by Robert Gottleibsen Australia will not escape serious flow-on effects if the US defaults on its government debt. Not only will global interest rates rise but a US default will have severe effects on the international derivatives market, where we are a significant player. And, as I explain ... Read more
A case for economic optimism amid the pundits’ gloom
By Stephen Grenville Economics has long been seen as the dismal science. Current commentary provides evidence. Whether discussing the cyclical conjuncture or the prospects for longer-term sustainable growth, gloom prevails. Certainly, the mature economies have ... Read more
Abbott’s 12-point plan to transform Australia
by Robert Gottliebsen The 2013 election result will totally change the Australian nation. The Coalition plans one of the most dramatic transformations of the nation that we have seen for decades. And most of the changes will either not require legislation, or the minor parties will ... Read more
Why the Fed’s QE is likely to end well
by Michael Collins, Investment Commentator at Fidelity September 2013 Stan Druckenmiller, a star US hedge-fund manager, slams the Federal Reserve for “running the most inappropriate monetary policy in history”.1 But what seems to scare investors more is the prospect that the Fed’s ... Read more
Are We At The Podium?
Mark Rider | UBS Global Asset Management | At the 1976 Montreal Olympic Games, Australia won no gold medals. But out of this failure, the Australian Institute of Sport was born which became the foundation of our subsequent success. For the economy, it took the collapse in the Australian dollar in ... Read more