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Platinum Asset Management (PTM AU)
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68
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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
•
Macroeconomics
•
22 May 2015 21:20
A new narrative for the Australian dollar (update)
Two months ago, Evidente published a report which suggested that contrary to the RBA's view that the currency remained over-valued, the Australian...
Sam Ferraro
2.2k Views
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bullish
•
Macroeconomics
•
22 Apr 2015 09:01
Beware of bubble talk, for now
In a wide ranging speech delivered overnight in New York, Glenn Stevens, provided more colour on his prior communications in which he has bemoaned...
Sam Ferraro
656 Views
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bullish
•
Macroeconomics
•
06 Apr 2015 22:49
Another line ball decision for the RBA, but expect no change in April
The market is firmly expecting another rate cut from the RBA at today’s Board meeting. The domestic data flow has not delivered any large negative...
Sam Ferraro
324 Views
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bullish
•
Macroeconomics
•
06 Apr 2015 19:38
US employment growth moderates, buying the Fed and growth investors more time
The March non-farm payrolls release confirmed that employment in the United States continues to expand but at a more moderate pace over the past...
Sam Ferraro
263 Views
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bearish
•
Macroeconomics
•
03 Mar 2015 07:18
The New Capital Discipline and the RBA's Line Ball Decision
The Reserve Bank Board meets today, a month after cutting the official cash rate (OCR) by 25 basis points to a multi-decade low of 2.25%. This...
Sam Ferraro
325 Views
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