Platinum Asset Management

Ready to think differently about dividends? When investing in #internationalshares, it can pay to think a little differently. To think about buybacks, why some buybacks are better than others - and why a company paying a zero dividend can be a great investment. Platinum's Co-CIO Andrew Clifford explores these questions and explains how a good #dividend can "pay you to wait" for capital gains.

Leave no good stock behind. Platinum's Andrew Clifford has written for the ASX, outlining the bull and bear cases for global equities in FY2025. There's good news and bad news, rivers of spending and ballooning deficits. The bottom line? Plenty of good companies left behind by a market surge concentrated on too few stocks. Those 'left-behind' businesses could be exceptional investments over the next 12 months.

In Jiu-Jitsu they say, “my opponent is my teacher.” That sums up Japan’s response to the economic and demographic challenges it’s facing today. Our latest video/article looks at how #Japan is responding to the challenge of a shrinking population, stagnant workforce and geopolitical uncertainties. And we explore why their response is creating more opportunities for investors. - https://lnkd.in/gur8CVcf

The geopolitical tectonic plates are curling and cracking in 2024. There are shooting wars in Ukraine and Gaza and elections everywhere. Some will be non-events. Others could reshape their region. So how should investors think about geopolitics and its effect on their portfolios? In this video, Co-CIO Andrew Clifford discusses what he believes is the biggest geopolitical issue of our times. Then talks about the complexity of investing decisions in times of change – and why that change creates opportunity as well as risk. #geopolitics #investing #trade

The clue is not in the name... The London Stock Exchange Group sounds like a share market business - which it is. Yet today it's an appealing investment for Platinum because it's disrupting two very different markets: fixed income trading and the market for financial data. Manroop Singh, CFA, explored this fascinating business, its 'virtuous cycle' business model and growth potential. #disruption #innovation #trading #forex #LSEG #equities

It’s not your stock-standard stock exchange. The London Stock Exchange Group (LSEG): ·        operates in large and growing markets ·        is leveraged to growing demand for financial data ·        benefits from emerging technologies like AI ·        is a leader in the digitalisation of fixed income trading. With a business model that feeds itself growth, LSEG was an appealing investment for Platinum, especially at a price that discounted the upside of a major acquisition and a tie-up with Microsoft. Our latest article from Manroop Singh, CFA explores the history and potential of this fascinating, disruptive business. https://lnkd.in/g7VzD7q8 #disruption #innovation #trading #forex #LSEG #equities

Is it Prime Time for AI? It can take 7-10 years for a truly transformative technology to take hold – and AI is about to hit that mark. In our latest Investor Webinar, Co-CIO Clay Smolinski explores the increasing sophistication and value of AI applications and Platinum’s approach to the theme. Hint: our exposure to that value chain is around 15%. You can watch the webinar on our website, see the accompanying slides and also catch up with our latest thinking on Asia…. https://lnkd.in/gzyYN6uf #AI

What’s happening in Asia? Asian markets have been weak in recent years but here at Platinum we now see quality companies across the region selling at attractive prices. Cameron Robertson, Portfolio Manager for Platinum's Asia strategies, talks to Olivia Salmon about Korean AI, Indonesian property and the one much-debated, much-awaited key to China's recovery. - https://lnkd.in/gVUGu6Z3 #Asia #AI #China

With 10,000 stores, two million staff and a 60-year history, Walmart doesn’t sound like a disruption story – but it is. In this video Platinum’s Andrew Baud analyses the dancing elephant that is Walmart. What strategies did they they use to outflank digital disruption? And what lessons does that have for investors in a time of rapid technological change? You can see what happened at Walmart in the video below. Or go to our Journal pages for a more in-depth view…. https://lnkd.in/gZevHFpe #disruption #innovation #retail

When should you invest in a huge online travel agency? Perhaps when airports are almost shut and hotels almost empty. In the dark days of Covid, Platinum took a stake in trip.com, a company that owns China’s biggest online travel agency – and half of its equivalent in India. Now these two travel markets are booming. Yet this is more than a Covid bounceback story. In the video below Platinum’s Co-Chief Investment Officer, Clay Smolinski, explains the short and long-term dynamics behind our trip.com investment. #travel https://lnkd.in/gwdppBkc