Banks fail because they are 1) illiquid, 2) insolvent, or 3) both.View details »
We are all aware of some of the changes towards online media consumption. However the numbers are astounding.View details »
Despite signs of economic recovery, Europe, indeed the developed world, has been engulfed by a wave of anti-establishment movements over the past year. What is going on? And why?
Charles Weule's on-the-ground report from Germany, the heart of Europe's immigration crisis, may help shed some light.
How does investment in one of Australia's 'Big Four' stack up against other global banks today?View details »
So much more than an aging population.View details »
In the Platinum International Fund June 2016 Quarterly Report, Kerr Neilson remarked on the seemingly absurd phenomenon of life insurers and pension funds shifting money away from equities to buy more long-dated low-yielding government bonds as a result of the prevailing low interest rates. This paper provides some further commentary on the asset-liability mismatch dilemma facing these institutions.View details »
The rapid rise of China's internet companies.View details »
Platinum’s CIO, Andrew Clifford provides an update on how we see markets unfolding and why we think Platinum is well positioned for this environment. We also address Platinum’s investment performance.View details »
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