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This article was written by Andrew Clifford (CEO Platinum Asset Management)   The clear opportunity in markets is the value presented by cyclical assets in a world that is growing reasonably well with mild, positive inflation. The clear threat is very highly priced secular growers, especially in tech, and more…
This article appeared in the Australian Financial Review during the month of December 2018.  Mark Draper has spent his entire investing career never having bought an AMP share but finds himself interested now that the price is trading at an all time low.  Here is the article.   Every investor…
GEM Capital has made a submission to the Senate Inquiry into the removal of cash refunds from franking credits as we are of the view that this proposal singles out retirees to pay a high price in the name of budget repair. Here is the Executive Summary of our submission. …
This is an edited rendition of a presentation delivered by Kerr Neilson at the NAB Asia Development Congress in September 2017 in Shanghai.  It has been reproduced with permission from Platinum Asseet Management from the September 2017 Quarterly Report from Platinum Asset Management. by Kerr Neilson, CEO, 17 October 2017…
Apple is among the largest companies in the world.  The company enjoys strong brand recognition globally and extensive market penetration for its flagship products, most notably the iphone.  While speculation around the success of Apple Watch, Apple TV, iPad, or even the likelihood of an Apple Car often captures headlines,…
One of the most common questions financial advisers are asked is "how much can I spend in retirement without running out of money", and "do I have enough to retire on?". To help those who are contemplating retirement, or already retired and questioning their existing reitrement funding plans, we have…
  Investment markets and key developments over the past week Since our last weekly update three weeks ago, investment markets have been on a bit of a roller coaster ride, with Santa missing Christmas for markets, but arriving the day after. Global shares, led by the US, continued to plunge into…