macro themes

Clime Asset Management

Earlier this year, we reviewed some of the key factors driving the ongoing strength in the property sector. A few months and one further domestic rate cut later, Australian Real Estate Investment Trusts (AREITs) have rallied further. But today’s paper is not another case for the AREIT sector, but rather... Show More

Clime Asset Management

The rise of emerging markets have transformed the global economy and the way investors allocate capital over the past 25 years. It has become increasingly synchronised reflecting their enhanced integration into global trade and capital flows, with China at the epicentre of this shift. As measured by purchasing power parity... Show More

Clime Asset Management

At a tech conference recently, we heard from technologists and CEO’s of emerging ASX-listed companies on the edge of developing trends. Hearing them present on the changing landscape is fascinating but also has a way of making one feel uneasy with how new trends could affect investment markets. Two of... Show More

Mathan Somasundaram

Macro outlook: Central bank currency wars, political election cycles and corporate survival mode will continue to put downward pressure on growth and interest rates. China, Japan and Europe will need more stimulus to work through further growth slowdown, while the US economy will also run into the slowing global growth... Show More