kerr neilson

Patrick Poke

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

Livewire News

In an interview with the ABC Kerr Neilson says that although he’s not “unusually” worried about China he does believe it’s growing at closer to 4% than 7%. “Well all the indicators we look at, and I'm not talking about electricity or those old fashion measures, but the other measures... Show More

Livewire News

“Here’s a point I can never repeat often enough. This business is not about creativity and great dreaming. It’s all about price. When the price of something has collapsed by two-thirds, as the Chinese stockmarket did until a year ago, that’s not when you get worried. It’s when it’s gone... Show More

Livewire News

Kerr Neilson's view on Aussie Property. What has been the driver of this strong residential property market? Kerr Neilson says principally it has been the willingness of Australians to progressively use much more debt, assisted by progressive falls in interest rates. To believe that home prices in the next 10... Show More

Livewire News

Kerr Neilson: three tech companies set to dominate. Kerr Neilson speaks with AFR Sunday about his current view on global markets - touching on China, The US, Europe and Australia. Neilson says the best value lies in Asia and there are still great opportunities in technology stocks. On tech he... Show More

Jason Prowd

Tickets selling fast to annual roadshow. Come along to hear unique insights from Chris Mackay (Magellan) and Kerr Neilson (Platinum) plus our very own Steve Johnson and Nathan Bell. Melbourne 21st Nov and Sydney 26th Nov. https://shares.intelligentinvestor.com.au/roadshow/ Show More