After consulting numerous Chinese and US intelligence, defence and political experts, I believe the probabilities have shifted materially from the benign modal case in which China and the US resolve a trade deal towards much more polarised, or bi-modal, outcomes involving a deal or no deal with each contingency appearing... Show More
CommSec's Tom Piotrowski speaks with BKI Investment Company (BKI) Portfolio Manager, Tom Millner about the company’s first half results, its low fee structure and investment opportunities in the infrastructure, financial & healthcare sectors. Show More
A new wall of super money is set to radically alter Australia’s investment market and returns. The Australian market is being hit by a compounding wall of superannuation money, which we think will significantly alter the outlook and composition of returns for the next decade. This has serious implications for... Show More
Is it time to raise cash? View our latest video with The Australian: http://www.clime.com.au/?p=13978 Show More
In the latest macro economic update, John Abernethy, Chief Investment Officer and George Whitehouse, Portfolio Manager from Clime Asset Management explain implications of Australian equities in 2014. Visit the link to watch the full video http://www.clime.com.au/investing-report-archive/december-2013-sydney-investor-briefing/ Show More
Wealthy families have about 39% of their assets in cash, according to a recent poll of more than 50 large family office representatives from 20 countries conducted by Citi Private Bank. Stocks represented about 25 percent of portfolios on average. Bonds were about 17% of the asset mix and various... Show More