PLATINUM
Funds management
Equity markets are in denial about the potential impact of a US recession and failing to price its impact in, according to Platinum....
Funds management
As the Chinese economy begins to bounce back, experts argue its impact on the domestic and global economy could be significant....
Funds management
It is “anyone’s guess” what Elon Musk will do as the new owner of Twitter but Meta stocks still show promise after a 70% share price drop, according to Platinum....
Funds management
Platinum investment specialist, Julian McCormack, has expressed concerns about the future earnings of US technology stocks. ...
Funds management
Platinum has reported outflows of almost $100 million in August as markets struggled and co-founder Kerr Neilson announced his departure, compared to inflows of $22 milli...
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 listed biotech sector has had a significant sell-off over the past year but innovations still abound, leading investors to ask whether it is time to get back into the...
Funds management
Crowding by investors into defensive stocks means they cease to be defensive, according to Platinum, but certain global consumers stocks still look attractive....
Funds management
Investors are in the most complex market backdrop for 40 years, the managers of the $7.1bn Platinum International fund have warned....
Funds management
Investor sentiment of China is at absolute low, according to Platinum, leaving opportunities to pick up cheap stocks....
Funds management
Markets are even more extreme now than they were in the year when the dotcom bubble burst, according to Platinum....
Funds management
The high market concentration of mega-cap tech names is leaving the market more vulnerable to shocks in the future, according to managers. ...
Funds management
Platinum has increased its cash weighting on its International fund to 34% as it is fearful of an impending market correction. ...
Funds management
To avoid manipulation of investment information, words to describe returns of a market or a fund should be regulated, according to a Platinum investment specialist. ...
Funds management
The Evergrande issue is unlikely to develop into the “GFC-style event” that investors fear, say commentators, but it will depend on how the Chinese government handles the...
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MARKET INSIGHTS
Podcast
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