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Brilliant Investment Thinking by Advisers for Advisers.
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GQG hits US$86 billion despite growth sell off

Leading global equity manager GQG Partners, which is now just five years old, is now four times larger than home-grown Platinum Asset Management and closing in on Magellan. Named for...
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Is internalisation the best way forward?

It was surprising to hear that one of the Platinum Asset Management's top performing managers, Joseph Lai, Portfolio Manager of the Platinum Asia Fund, had left the firm over Christmas....
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Expected returns ‘lowest they’ve ever been’

Leading global 'distressed debt' manager Howard Marks and his Oaktree Capital firm are well-known for their sometimes combative and private equity approach to investment. The firm has increased its work...
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ASX market update; Victorian lockdowns extended

Victorian lockdowns extended, markets remain calm, Labor Day holiday in the US, ASX to open higher The market responded positively to news that the majority of Victorians will remain under...
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