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Platinum Asset Management (PTM AU)
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68
Analysis
Financials
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Australia
Platinum Asset Management Limited is a fund management company. The Company specializes in global equities.
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bullish
•
Thematic (Sector/Industry)
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01 Aug 2018 10:29
Holding the Reigns on Aussie Value Stocks
Stick to Growth. Growth has outperformed Value by 10%pts year-to-date and we expect its outperformance to continue for the remainder of the year,...
Shane Lee
486 Views
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bearish
•
Thematic (Sector/Industry)
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11 Mar 2017 11:10
Valuations Stretched on ASX-Listed Corporate Hybrids
In November 2016 we stated a large proportion of redemptions would be reinvested in existing corporate issues to achieve some degree of sectoral...
BondAdviser
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677 Views
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bullish
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Thematic (Sector/Industry)
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16 Feb 2017 21:45
Australia's Housing Revolution Continues, but for How Much Longer?
A lift in new dwelling investment to a record high has underpinned Australia's current housing expansion. The revolution in Australian housing...
Sam Ferraro
1.7k Views
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bullish
•
Macroeconomics
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01 Aug 2016 21:10
Retain Defensive Bias as the Reluctant Rate Cutter Likely to Deliver More Stimulus
Interbank Cash Rate Futures point to a 65% probability that the RBA will cut the Overnight Cash Rate (OCR) by 25 basis points to 1.5% on...
Sam Ferraro
210 Views
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bullish
•
Thematic (Sector/Industry)
•
14 Jul 2016 10:28
Challenges Mount for the Wide Moat-Rated Australian Banks
As a consequence of increasing global risks, tougher regulatory demands, intensifying pressure on net interest margins, higher bad debts and lower...
Morningstar, Inc.
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1.7k Views
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