SLIDES
1. CBG Capital (CBC) Investor Briefing
2. Products and Services
3. 2019 - Trump vs. China vs. U.S. Federal Reserve
4. Trump vs. China vs. U.S. Federal Reserve
5. Meanwhile across the world
6. IMF predicting world growth in 2019
7. World growth in 5 years time
8. The growing U.S. government interest bill
9. The rise in U.S. short term yields over 2 years
10. The U.S. going alone on interest rates
11. 2018/19 the end of free money – Central Bank balance sheets
12. U.S. earnings were growing before the tax cut
13. Thoughts for SMSF Trustees
14. Emerging markets’ entry points critical
15. India back to 4 years ago
16. Key themes for 2019
17. Tailwinds of money printing become headwinds
18. U.S. bond yields leads the rest of the world
19. Investment philosophy and portfolio construction
20. CBG Capital (CBC)
21. A purposeful approach – Australian equity growth
22. Focused on growth ‘beyond the Blue Chips’
23. CBG Capital (ASX code CBC) summary
24. CBG Capital (ASX code CBC) summary
25. About Clime Investment Management (CIW)
26. Thank You
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