An actuary by training, Douglas first joined Platinum in 2003 as an investment analyst, having spent some time at the Commonwealth Bank as a product actuary and, prior to that.. More
Douglas Isles studies the long-term returns of the US market to investigate whether earnings yield proves to be a reasonably reliable estimate of forward real returns more generally.
Read the paper written by Douglas Isles (Investment Specialist), contributed to the Portfolio Construction Forum:
Earnings Yield As An Estimate For Expected Returns
DISCLAIMER: The above information is commentary only (i.e. our general thoughts). It is not intended to be, nor should it be construed as, investment advice. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. Before making any investment decision you need to consider (with your financial adviser) your particular investment needs, objectives and circumstances. The above material may not be reproduced, in whole or in part, without the prior written consent of Platinum Investment Management Limited.
Building a Champion Team
Thinking like a Private Owner
Platinum Asset Management Supports Action to Remove Ushioda and Yamanashi from Lixil Board of Directors
Proposal to remove refundable franking credits can adversely impact LIC investors
Australasia’s Best Sporting Team
Interview with Kerr Neilson
Cohesion Analytics: Winning starts at the Board
All Blacks: The Outcome of a System