Based on
evaluation and
emerging new trends
The View | Tailwinds still support growth assets
In my recent “Letter to Investors”, I noted that new headwinds are confronting an equity market that still benefits from the tailwinds of aggressively expansive monetary policy. These headwinds ebb ...
The View | Recent Economic Developments
Paul Zwi is joined by John Abernethy to answer your questions on the Fed's tapering intentions, the impact of the recent Evergrande news on Australia & domestic matters such as ...
The View | A Letter to Investors
SEPTEMBER 2021 | A LETTER TO INVESTORS In 2014, the former head of the US Federal Reserve, Ben Bernanke, stated “the problem with quantitative easing (QE) is that it works ...
The View | Domestic Wins & International Alliances
John Abernethy is back, and is joined by Paul Zwi for this episode of the View. They discuss the performance of the Australian agricultural sector, recent RBA announcements and news ...
The View | Large Cap Insights
Clime's Head of Investments Adrian Ezquerro is joined by Large Caps Portfolio Manager Vincent Cook as they review the performance of significant large cap stocks, including Sonic Healthcare (SHL), Pendal ...
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