LATEST NEWS

AMP is attempting one of the most complicated turnarounds in corporate history (if not a gold medal winner).  Brett Le Mesurier (Senior Analyst – Shaw and Partners) says “I can’t recall another company which is fighting its distribution, has declining revenue margins, increasing net outflows, implementing a substantial expense reduction program…
Investors seeking an industry sector  - that is almost certain to grow would be wise to take a look at the Waste Management sector. Andrew Mitchell (Ophir Asset Management) is attracted to the sector because “Waste is a huge industry which will increase with population growth.”  He also likes the high barriers…
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,…
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…
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   Share markets generally rose over the last week consistent with the Santa rally that often kicks off around mid-December. Japanese shares fell but other major markets rose benefitting from a…