Platinum Asset Management

Japan’s spectacular decline may still be spooking investors, but the recovery is well and truly underway according to Platinum’s Andrew Clifford, who spoke at The Inside Network’s inaugural Investment Leaders Forum in Queenstown, New Zealand this week. Corporate governance has been reinstated, and innovation is once again being nurtured.

As is almost always the case, money talks. When a star portfolio manager suddenly resigns after recording spectacular gains, there is a good chance they have been poached within the funds management industry by a competitor waving more money. Sometimes entire teams leave altogether, or a high-profile portfolio manager may walk out, for one reason…

According to Martin Currie chief investment officer Reece Birtles, the timing “could not be better for ‘value’ stocks.” This is a theme reiterated by the likes of Andrew Clifford of Platinum Asset Management this week, who described markets as being gripped with “speculative mania in high-growth stocks” in a world that has “gone crazy.” Birtles’…