Investors are in the most complex market backdrop for 40 years, the managers of the $7.1bn Platinum International fund have warned....
Investor sentiment of China is at absolute low, according to Platinum, leaving opportunities to pick up cheap stocks....
Markets are even more extreme now than they were in the year when the dotcom bubble burst, according to Platinum....
The high market concentration of mega-cap tech names is leaving the market more vulnerable to shocks in the future, according to managers. ...
Platinum has increased its cash weighting on its International fund to 34% as it is fearful of an impending market correction. ...
To avoid manipulation of investment information, words to describe returns of a market or a fund should be regulated, according to a Platinum investment specialist. ...
The Evergrande issue is unlikely to develop into the “GFC-style event” that investors fear, say commentators, but it will depend on how the Chinese government handles the...
While several firms are exiting or reduce their exposure to Chinese stocks over regulatory risks, Platinum is viewing it as a buying opportunity....
With Japan’s vaccine roll-out falling behind and its stockmarket underperforming, will the Olympics help Japan’s economic outlook?...
As Japan takes centre stage of host of the 2020 Tokyo Olympics, which Japanese fund has received the gold medal for performance?...
The COVID-19 vaccine roll-out may be slow in Australia but exposure to one of its creators has boosted the Platinum European fund after the company’s value doubled to US$...
Former Platinum Asia portfolio manager Dr Joseph Lai will lead Ox Capital Management, which aims to launch a long-only and a long-short EM equity fund later this year....
Platinum’s Cameron Robertson has used his technology background to highlight opportunities in Asia as he takes over co-management of the Platinum Asia fund....
Japanese funds have struggled to outperform the Nikkei 225 with no funds outperforming over three or five years and only one outperforming over the last decade....
Portfolio manager Clay Smolinski appointed as co-chief investment officer from April as part of a series of reshuffles at Platinum....
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...
So we are now underwriting criminal scams?...