CLAY SMOLINSKI

Funds management

The opportunities in markets are less “mouth-watering” than people expect, according to Platinum, which is leading its flagship International fund to hold almost a quarte...

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Funds management

The Platinum International fund is running its most cautious portfolio in its 28-year history as it is concerned about inflation risks and bifurcation....

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Funds management

Platinum International’s fund managers have highlighted the underperformance of growth stocks amid the inflationary environment with the view that markets are currently m...

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Funds management

Platinum has increased the level of shorting in its International fund in anticipation of future market struggles and is staying more “alert to risk” in light of speculat...

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Funds management

The Platinum International fund has begun “carefully” increasing its exposure to the beaten-up travel sector....

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

1 month 3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

2 months ago

Interesting. Would be good to know the details of the StrategyOne deal....

2 months ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

2 weeks 2 days ago

Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....

1 week 2 days ago

The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...

1 week ago