Jonathan Wilson - Clime Smaller Companies Portfolio Manager and David Walker - Senior Analyst & Large Cap Portfolio Manager sit down in the laest episode of Market Wrap to chat about RPM Global (RUL) and Woodside Petroleum (WPL).
The August Reporting Season had barely begun before the Trump Administration escalated its trade war with China, announcing new tariffs on Chinese imports. This is now dominating the Reporting Season ...
Creative production and marketing services company Wellcom (ASX:WLL) kicked off the August reporting season with a gift for shareholders, announcing on 31 July that it had entered into a Scheme ...
In recent weeks, the Clime Investment Management team has focused on updating our shortlists of potential investments. This is an integral part of the Clime investment process and a useful ...
NAB shares are at 11-month highs after the appointment of Ross McEwan as CEO to start by April 2020. Formerly head of Commonwealth Bank’s retail bank, Ross left Australia to ...
US economic expansion becomes longest in history. This bull market has been built on low rates. Is time up? The US economy is enjoying its longest uninterrupted stretch of expansion ...
The investment quality and portfolio role of the market’s newest large-cap stock became clearer recently. Coles Group, which demerged from Wesfarmers and listed on the ASX in November last year, ...
In early June, Hansen Technologies (ASX:HSN) completed an A$166m acquisition of Canada-based Sigma Systems. This was HSN’s largest acquisition to date, funded via a new A$225m facility. We initially included ...
On 14 June we added to our newly initiated Macquarie Group position in the Clime Direct Model Portfolio. In our last report, we explained the investment quality we see in ...
At this point, markets seem relatively relaxed as they regard it as quite likely that US-China trade talks will get back on track, whilst doubting that a deal can, in ...
