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
CommSec’s Tom Piotrowski speaks with Platinum Asset Management (PTM) CEO & Managing Director, Kerr Neilson about the recent volatility in China & where he sees value in Asia To view more Executive Series interviews, visit: https://www.commsec.com.au/market-news/executive-series.html Show More
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
“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
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
Kerr Neilson says investors should spend less time thinking about the nearby effect. We all get too much in a tizz about the potential invasion of the Ukraine. However, what will be the impact in 10 years' time? The same thing can be said about 9/11. Everyone was too afraid... Show More
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
Kerr Neilson the founder and manager of Platinum Asset Management, is bullish on NASDAQ listed Qunar Cayman Islands. According to a recent filing with the Securities and Exchange Commission, the billionaire investor has initiated a new position for his fund through the acquisition of 1.57 million shares, representing 12.3% of... Show More
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
Kerr Neilson from Platinum says he's investing in Europe before things really take off. Neilson said he currently sees good investment value in the region. He is not focused on defensives in Europe; in fact the fund has been cutting back on the defensives and instead moving into financials, which... Show More