ASX:PTM

Kerr Neilson: Risks and opportunities in today’s markets

Patrick Poke
Patrick Poke Livewire Markets

In a recent presentation, Kerr Neilson, founder and CEO of Platinum Asset Management, told the audience that the current economic environment is in a “situation that is actually quite rare.” Almost all economic indicators are “extremely positive”; everything from global PMIs, to metal prices, oil prices, and even company earnings,... Show More

kerr neilson ASX:PTM ASX:PMC ASX:PAI ASX:PIXX ASX:PAXX

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The strongest thematics in small caps today

Livewire Exclusive

Small caps have put in more than 12-months’ worth of typical performance so far this financial year, and show no signs of stopping. However, the small end is far more diverse than the big end. So to help shortlist the strongest thematics, we asked the experts. Show More

ASX:MIN ASX:NWH ASX:PTM ASX:FOR ASX:CO1

Platinum: Where to find mispriced stocks

Livewire Equities

In a recent interview, Platinum Asset Management CIO, Andrew Clifford, delivered some important insights on Chinese market opportunities. We have pulled out five key takeouts for you below. Show More

Executive Series: Platinum Asset Management (PTM) CIO, Andrew Clifford:

CommSec
CommSec Online Stockbroker

In this short video we discuss the key elements that define PTM’s investment philosophy and PTM’s expertise in understanding the factors contributing to Chinese economic activity. Show More

platinum asset management ASX:PTM

The 5 top themes in small caps right now

Chris Prunty
Chris Prunty QVG Capital

It’s not often you get the chance to build a portfolio from scratch. But that’s what the last month has been about at QVG Capital with the launch of our new Opportunities Fund. On 1 September we started with a blank sheet of paper and, just as importantly, without the... Show More

ASX:CCP ASX:MIN ASX:NWH ASX:PTM ASX:LOV

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See what The CEO's thought of the Trump Tax Cuts, Construction and the Domestic Economy this week

NAOS Asset Management
NAOS Asset Management Listed Investment Companies (LICs) ASX: NCC, ASX: NAC, ASX: NSC

"China is very much like the '60s and '70s in America, when it had a can-do attitude and there was a lot of money going into investments and they led the world in many industries" Kerr Neilson, CEO, Platinum Asset Management Show More

ASX:PTM ASX:VAH ASX:NAC ASX:NCC

Livewire Live: Picking the winners and avoiding the bombs

Livewire Exclusive

Protecting against the downside is every bit as important as finding the big winners, after all, it takes a 100% gain to offset a 50% loss. This exclusive panel from Livewire Live hears insights on portfolio protection, diversification, and the management of emotions from three leading fund managers. Show More

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15 wires that captured your attention

Alex Cowie
Alex Cowie Livewire Markets

Livewire strives to give readers unparalleled access to expert investment ideas so that they can be more informed and achieve better investment outcomes. Here is a distillation of 15 such wires that really captured your attention this quarter. Show More

Platinum's innovative new products now live

Platinum Asset Management

Platinum Asset Management’s new Quoted Managed Funds began trading on the ASX yesterday. The Platinum International Fund - Quoted Managed Fund (ASX:PIXX) and the Platinum Asia Fund - Quoted Managed Fund (ASX:PAXX) will be structured as feeder funds into Platinum’s two flagship unlisted funds, the Platinum International Funds (PIF) and... Show More

Buy Hold Sell: Big stocks with big yields

Buy Hold Sell
Buy Hold Sell Livewire

With both government bonds and bank accounts still returning less than 3%, investors continue to turn to the stock market for yield. In this week’s Buy Hold Sell, Catherine Allfrey from Wavestone and Chad Slater from Morphic share their view on five big-cap stocks with big yields. Show More

yield buy hold sell ASX:MQG ASX:PTM ASX:RIO ASX:TLS ASX:WOW

The best and worst of reporting season

Livewire Exclusive

Catherine Allfrey from Wavestone Capital and Chad Slater from Morphic Asset Management highlight the best and worst from reporting season, including one company that Morphic has been openly short on, but has revised its view post-reporting season, saying: “My god, it was a good result.” Show More

ASX:BSL ASX:PTM ASX:TLS ASX:HSO ASX:A2M

Market Masters outperforming again

Livewire Exclusive

A panel of Australia's Market Masters have shared their top stock ideas at Livewire Live each year since inception. On average, the stocks have beaten the market by at least 25% each time. Just over a month since Livewire Live 2017, and this year’s stocks are already ahead by 3.1%.... Show More

Platinum launches two innovative new products

Platinum Asset Management

Platinum is pleased to announce the forthcoming launch of two innovative new products. Two new managed funds, Platinum International Fund (Quoted Managed Fund) (ASX code: PIXX) and Platinum Asia Fund (Quoted Managed Fund) (ASX code: PAXX), will shortly be quoted on the Australian Securities Exchange (ASX), and are expected to... Show More

ASX:PTM ASX:PMC Sponsored Content ASX:PAI

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Buy Hold Sell: The Dogs of FY17

Buy Hold Sell
Buy Hold Sell Livewire

After reviewing the stocks that shot the lights out in FY17, this week we turn the tables and look at 5 widely held stocks that dragged the market down, the worst of which has more than halved in price. We ask if the companies currently in the ‘dog-house’ will keep... Show More

buy hold sell ASX:MYR ASX:PTM ASX:STO ASX:TPM ASX:OFX ASX"MYR

Sell Platinum and Buy Magellan

Richard Coppleson
Richard Coppleson Bell Potter

Magellan is up the last 5 days straight and hit its highest level in 1 ½ years. About 8 months ago I pushed a pairs trade – sell Platinum and Buy Magellan. Despite the massive move (especially) in the last 4 months I’d keep in on still. I can’t see... Show More

ASX:MFG ASX:PTM

Alarming trend with Fund Managers

Adam Dawes
Adam Dawes Shaw and Partners

We are seeing an alarming trend of changing/lowering fee structures within Platinum Asset Management Limited (PTM) and now today K2 Asset Management Holdings Ltd (KAM). I think that this will continue in the industry as Managed Funds continue to fight against lower cost options e.g. ETF’s for investors. While reducing... Show More

ASX:MFG ASX:PTM ASX:BTT ASX:KAM

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Sunset Strip > Trading Day Wrap From Blue Ocean 20170501

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market made started positive on global investors pushing up the banks before pullback as local investors took profit. After that all the open Asian markets recovered on the US congress deal to fund the US Government till September!!! Utilities, Industrials and Staples were the outperformers while Resources were the... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170428

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Local market made another unconvincing flat day after US market was aimless and commodities stocks were under pressure globally….last day of the month!!! US reporting season remains positive as expected…financials delivering the best outlook…Under Armour had the first negative quarter in its history. IT, Industrials and Health Care lead the... Show More

3 ‘Cheap’ Income Stocks

James Gerrish
James Gerrish Market Matters / Shaw and Partners

We’ve written that the ‘yield trade’ will struggle in 2017 and we still think that will be a case. However, sentiment will ebb and flow, and we need to be looking in places that might not have been on the radar in the last few years and are therefore still... Show More

income yield ASX:PTM Longform ASX:AHG ASX:CNI

3 stocks we are considering into weakness

Nicholas Forsyth
Nicholas Forsyth Market Matters

Yesterday’s intra-day strength in the local market surprised many investors including ourselves . The simple explanation for the ASX to gain over 70-points by lunchtime is money flowing into equities, which we believe is for two primary reasons - importantly not perceived value in the market. The almost impossible task... Show More