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

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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

"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

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

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

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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

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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 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

SHIELD - Sustainable High Yield | Yield trade keeps outperforming

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Global markets continue their positive momentum into 2017 on-the-back of the recovery in the US and stability in China, however stretched valuations around the markets are expected to weigh on sentiment over the next few weeks. An improving outlook for interest rates and strong commodity prices has driven a better... Show More

SHIELD - Sustainable High Yield | Death of yield trade is overblown

Mathan Somasundaram
Mathan Somasundaram Blue Ocean Equities

Global markets continue their positive momentum on-the-back of the strength of the recovery in the US and China, however stretched valuations are starting to weigh. The improving inflation outlook and US Fed rate hike expectations have driven the bond yields higher. An improving outlook for interest rates and strong commodity... Show More