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The daily gyrations in the Afterpay share price recently has given investors motion sickness.  In the light of new information ranging from the Austrac investigation, to Visa announcing a competitive threat, Afterpay investors have been re-examining the investment case.  Here we outline some of the thinking from 3 professional investors on this…
With permission from our friends at Intelligent Investor, we are pleased to bring you a 30 minute interview with one of Platinum Asset Managements' senior investment management, Clay Smolinski.  Below is both the transcript of the interview and the audio podcast. This week's fund manager interview is with Clay Smolinski,…
For investors simply seeking growth tail winds, India has a far clearer economic growth story than China according to Douglas Isles, Investment Specialist at Platinum Asset Management, although he acknowledges that in practice investing is more nuanced.   Already the world’s 5thlargest economy, with forecast growth of 6-8%pa over the next…
Monopoly infrastructure businesses such as airports are usually considered low growth, but investors may be surprised to learn that since GFC the number of air travel passengers has almost doubled.  With the growing number of airports around the world being privatised, investors can seek to profit from this growth. Airports are…
This article is reproduced with permission from Investsmart.   In this week's Property Point podcast with CoreLogic's Tim Lawless, home dwelling prices are patched into a deeper narrative, where everyday investors require expert guidance. Welcome to Property Point, a podcast exploring all things related to property investment in Australia. This…
Mark Draper (GEM Capital) writes a monthly column for the Australian Financial Review.  This article outlines the generational opportunity that is before investors in the doubling of the Chinese middle class in the next 5 years.  It was published during February 2019.   The growth in Chinese middle class is…
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   The past week saw global share markets recover some of their recent losses until President Trump’s trade war escalated again on Friday swamping dovish comments from Fed Chair Powell…