investment process

Livewire Exclusive

“We’ve never in history, run sophisticated economies, with sophisticated financial systems, through declining populations. It is a truly unique event.,” said Mark Burgess from Jamieson Coote Bonds at the recent Livewire Live investor forum. “ affects all asset classes in strange ways… House prices don’t work when demographics don’t work.”... Show More

Clime Asset Management

In recent weeks we have spoken about our view about the risks in the current market place as stock prices have increased, but this has not necessarily been driven by improvements in corporate fundamentals. This situation sometimes leads people to question the validity of Intrinsic Value as a core investing... Show More