Here’s why investing should make you uncomfortable
When it comes to achieving long-term wealth goals, discomfort may be a part of the journey.
Alex Burke
August 15, 2019
This year, the primary filter is going to the unloved, the out-of-favor, even the feared.
Don’t focus on one at the expense of the other.
The latest and most breaking news is often discarded within minutes for the next story. Take a look at how this affects your portfolio.
It doesn’t tell us what we need to know when investing with that manager.
Platinum CEO Andrew Clifford on why hugging the index and charging an active fee is going be less viable in the future.
Succession planning is a challenge for any business, but the stakes are higher when you’re managing almost $30 billion in assets. As legendary investor Kerr Neilson steps down as CEO of Platinum Asset Management, we sat down in an exclusive interview with fellow co-founder and new CEO, Andrew Clifford, and talked about how one of Australia’s largest asset management firms handles succession.
As a general rule, human beings do not like change and tend to fear the unknown, however where fear and change are found, there is opportunity. By watching real-world trends and themes, Platinum Asset Management attempts to exploit areas where the market will over or under-react.
Asia has changed immeasurably over the last two decades, with some economies like China and India growing physically by 6-7 per cent a year. Asia is now less susceptible to shocks, far more self-sustaining, and has managed to side-step some developmental hurdles by leapfrogging with technology. In this paper Kerr Neilson would like investors to view Asia from a new perspective and he explains why it’s necessary to adapt your thinking on the Asian superpower.
Skyrocketing property prices mean many younger investors already feel locked out of the market. However, as Andrew Clifford of Platinum Asset Management explains, other strategies can be utilised to help your clients develop a savings mentality so they’re in a stronger position when property prices balance out. Andrew shares where Platinum is currently finding value and why he believes disruption is a good indicator of opportunity.
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