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Platinum's Kerr Neilson shares his insights into long term investing in global markets, especially the disruptive effects of technology and globalisation. And always with a focus on the price of a stock.
Despite the publicity and hype and almost a decade of operation, robo advice businesses in the US have gathered less than 0.1% of assets under management. Why is adoption much slower than expected?
The collapse of the Exchange Traded Note (ETN) linked to the value of the VIX was a warning to traders not to be complacent about volatility, and the entire market felt the impact.
It's surprising how different Australian superannuation is to other developed countries, when asset management is a global industry. Why are we different and which counties have it right?
Howard Marks explains that he has never told investors 'it's time to get out', and while he does not see bubble conditions, future returns are likely to be subdued based on current high prices.