macro themes

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

Marcus Padley

One of the best ways to pick stocks is top-down. If you can identify the themes running through the stock market and the economy the stocks basically pick themselves. The themes don’t change very often though and you can go a year without any themes really changing. But there are... Show More