Platinum Asset Mgmt
@platassetmgmtEstablished in 1994, we are an Australian-based fund manager specialising in international equities with the aim of achieving absolute returns.
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Platinum's Health Sciences Portfolio Manager, Bianca Ogden, sat down with @LivewireMarkets to discuss a new biotech boom, getting a drug to market and why healthcare investors need a real focus on doctor and patient needs. livewiremarkets.com/wires/bianca-o…
For Platinum, short selling adds a welcome ability to seek downside protection and to take opportunities to increase returns. Here Jimmy Su explains the 5 shorting scenarios he believes offer the greatest chance of success in the tech space. platinum.com.au/the-journal/sh…
People want to know... What can history tell us about #China’s recovery? What’s not to like about #India’s stockmarket? And why the fuss about #driverless cars? We explore these issues - and more - through recent adviser and investor questions. platinum.com.au/the-journal/yo…
Is the Dragon really turning? China's recent stimulus package sent its stocks soaring. Investors are asking: · Why was the bounce so high? · What happens next? Andrew Clifford has been investing in China for over 30 years. Here’s his take... platinum.com.au/the-journal/is…
Inspired by discussion of Waymo driverless cars at our recent Client Roadshows, @douglasIsles flew to San Francisco to try one out (and have a holiday!). We'll have more on Waymo and our other favoured investment themes in our upcoming Platinum Quarterly.
Consumer analyst, Zoe Middleton, takes a tour of the world's luxury goods firms to see what the latest economic and cultural trends mean for some iconic brands - and the people who invest in them. platinum.com.au/the-journal/a-…
Standing room only at the Platinum Roadshow. Co-CIO Clay Smolinski and Portfolio Manager Nik Dvornak talked performance and the investment themes we're watching. We'll explore more investment ideas - and client questions from the Roadshow - in our next Quarterly Report.
Indonesia has economics and demographics working in its favour – and a whole-of-government plan to hit first world status. That’s great news for Indonesians and for investors. Here's why... platinum.com.au/the-journal/in…
Are we going backwards? Tariff wars, industry policy, friendshoring, reshoring. There’s a whole range of forces lining up against #globalisation. What does this mean for Australia – and for international equity investors? Here’s our take… platinum.com.au/the-journal/re…
Searching for value? A focus on technology stock PEs can blind investors to the importance of quality, ROIC and growth potential. Jimmy Su explores how value investors approach technology stocks and applies this thinking to @amazon and Alphabet. platinum.com.au/the-journal/fi…
Inspiration, perspiration, preparation? What's the secret to unearthing great investment ideas? @douglasIsles answers the question with a look at #AI stocks, #beer cans and America's largest chipmaker (the kinds of chips you put salt on...). platinum.com.au/the-journal/in…
Riding the wave The tanker industry is prone to boom/bust. Yet it can be rewarding for investors if the supply/demand dynamics are favourable – and you choose the right company. - platinum.com.au/the-journal/ta…
What's really happening in #Japan ? Platinum's Leon Rapp looks at the underlying causes of the recent sharemarket volatility, explains the influence of the "carry-trade" and puts the August market fall in a long-term context. platinum.com.au/the-journal/wh…
In tech, is it the models that matter? Jimmy Su assesses the outlook for tech stocks - and the 5 tech business models he believes deliver sustainably higher ROIC for investors. - platinum.com.au/the-journal/fi…
Ready to think differently about dividends? Andrew Clifford talks #dividends, #buybacks and why a company paying a zero dividend can be a great investment. platinum.com.au/the-journal/re…
In Jiu-Jitsu, “my opponent is my teacher.” Our new video explores why Japan's response to demographic and geopolitical challenges is good news for investors. platinum.com.au/the-journal/ja…
The geopolitical tectonic plates are curling and cracking in 2024. So what does this mean for investors? Andrew Clifford discusses how geopolitical shifts can create opportunity as well as risk. platinum.com.au/the-journal/sh…
The London Stock Exchange @LSEG plays in large, growing markets, thrives on the explosion in financial data and has a business model that feeds itself growth. We explore the potential of this fascinating business. platinum.com.au/the-journal/no…
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