The Dawn of a New Era of Value Investing
VALUE BASED INVESTING WILL RETURN IN 2017 Understanding the period that is coming to an end One result of the sustained period of low interest rates, which has been the ...
Letter to Investors: Pre-Election Outlook
Prior to Tuesday's US Presidential election, Clime's Head of Investments, Anthony Golowenko, penned a letter to our investors outlining Clime's viewpoint on potential election outcomes and the respective market implications. As well ...
Outlook for 2016/17: Worldwide Currency War
It is our view that the financial year 2016/17 will be one where the current currency battles develop into outright currency war. Over the past few years, the major economic ...
Market Outlook & Opportunities for 2016
A LOT OF FEAR, A BIT OF GREED … NOT MUCH COMMON SENSE Looking forward in 2016 To start this letter, we believe it is essential that investors understand the current ...
Investing in volatile markets
Letter to Investors: March 2016 In recent years, we have asked the question, "Are rising house prices the measure of a country's success, or a measure of its excess?" This ...
Letter to Investors – Outlook for 2016
Written by John Abernethy, Chief Investment Officer More of the same - with a twist Over the financial year 2014/15, diversifying away from Australian assets (ex-property) was the best portfolio ...
Letter to Investors – April 2015
Understanding the real dilemmas for investors Over the last few years, consensus projections for world economic growth have steadily declined while in recent months the prices of stocks have held ...
Letter to investors: Outlook for 2015
First published 22 December 2014. In the past we have often stated that the longer term is much easier to forecast than the shorter term. Today it seems that this ...
