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CLAY SMOLINSKI
Funds management
The opportunities in markets are less “mouth-watering” than people expect, according to Platinum, which is leading its flagship International fund to hold almost a quarte...
Funds management
The Platinum International fund is running its most cautious portfolio in its 28-year history as it is concerned about inflation risks and bifurcation....
Funds management
Platinum International’s fund managers have highlighted the underperformance of growth stocks amid the inflationary environment with the view that markets are currently m...
Funds management
Platinum has increased the level of shorting in its International fund in anticipation of future market struggles and is staying more “alert to risk” in light of speculat...
Funds management
The Platinum International fund has begun “carefully” increasing its exposure to the beaten-up travel sector....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...