Views and Insights

Views and Insights

Infusing Machines with Intelligence - Part 2

Part 2 of 3 – New Terrains for Businesses

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Infusing Machines with Intelligence - Part 1

Part 1 of 3 – Machine Learning: The New AI Spring

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Video - September Quarterly Update

Some insights on the investment markets of both Europe and China.

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Why Deutsche Bank is no Hindenburg

Banks fail because they are 1) illiquid, 2) insolvent, or 3) both.

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The Changing Media Landscape

We are all aware of some of the changes towards online media consumption. However the numbers are astounding. 

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Global Banks vs the 'Big Four'

How does investment in one of Australia's 'Big Four' stack up against other global banks today?

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The Impact of Persistent Low Rates on Pension Funds and Life Insurers

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.

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The Future of Healthcare

So much more than an aging population.

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China’s Great Leapfrogging Forward

The rapid rise of China's internet companies.

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Archive

Click to see the archive of previous articles.

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