Primer: Platinum Asset Management (PTM AU) - Aug 2026
Platinum Asset Management is at a critical juncture, grappling with significant funds under management (FUM) outflows and a prolonged period of...
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Global Equity Strategy: Small-Caps and Value Stocks Remain in Focus
We are reiterating our overweight recommendations on small-caps and value as we believe outperformance from these areas is likely to continue.
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My Kingdom for Some Alpha
Performance the only antidote for intensifying competition; Pendal Group (PDL AU) remains our preferred asset manager.The success of Magellan...
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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,...
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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...
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