Plato Investment Management is a Sydney-based investment management firm specialising in objective-based global and Australian equity investment solutions for wholesale and retail investors. It is majority owned by its investment staff and supported by its minority equity partner, Pinnacle Investment Management Limited (ASX: PNI), a leading multi-affiliate investment management firm. The firm’s major retail Funds include the Plato Australian Shares Income Fund, the Plato Global Shares Income Fund, the Plato Global Net Zero Hedge Fund, along with the ASX-listed Plato Income Maximiser Limited (ASX: PL8).
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Sydney, NSW 2000, AU
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With the US #election just weeks away, #markets feel almost eerily calm. But the potential for significant policy divergence and #volatility remains. Gemma Dale speaks with Plato Investment Management's Dr. David Allen about what the key risks and opportunities are, and who wins what on the latest episode of the Your Wealth Podcast. #podcast #ASX #VIX #risk #USelection
Don Hamson joined James Kirby on The Australian's Money Puzzle Podcast to discuss the outlook for #dividends. Despite index-level dividend payouts sinking, there remains great opportunities in Australian equities for active income-seeking investors. Some of the key points covered in the podcast interview: * Fading dividends - Why dividend yields are shrinking? * The outlook for the Big 4 banks * Forward with franking - dividend imputation is more important than ever * Could A-REITs be the answer ? * The failings of passive ETFs Spotify: https://lnkd.in/dxQSPtbr Apple Podcasts: https://lnkd.in/dFptpe7y
Dr. David Allen joined Edward Boyd on Sky News Australia Business Weekend to discuss the #stockmarket implications of the 2024 US Presidential Election, along with the analysis conducted by the Plato Global Alpha Fund investment team that has identified potential stocks and sectors which could see outsized impacts from the election. Watch the full interview (broadcast on Sunday): https://lnkd.in/gSm2UV2B #uselection #stockmarkets #stocks #investing
We have released analysis showing the Australian and global #stocks likely to be the biggest winners and biggest losers resulting from outcomes in the 2024 US Presidential Election. The analysis, is based on several years of data showing correlations between daily betting market movements and daily stock price movements of the largest 10,000 companies in developed markets. We don't know who will win the election. As active investors our core philosophy is not to make big predictions, but to try to ensure portfolios don't suffer excessive declines when shocks inevitably occur. So, we are continually considering scenarios that could impact stock markets – not predicting when or even if they’ll happen at all – and ensuring our client’s downside exposure to these events is limited. This white paper provides more information on our analysis. We welcome anyone who would like more information about the Plato Global Alpha Fund to visit our website: https://lnkd.in/gt-peP9U. Or, contact distribution@pinnacleinvestment.com. #stockmarkets #investing #uselection #uspolitics #presidentialelection #Trump #Harris Please remember stock-specific commentary is illustrative only. It should not be consider a recommendation to buy, hold, or sell any security.
The emergence of GLP-1 drugs from pharmaceutical giants Novo Nordisk and Eli Lilly and Company is having big implications, not just for healthcare, but also for markets and a broad range of industries. Today, one in eight US adults has tried these drugs, which are on course to become the best-selling pharmaceuticals of all time. Obesity rates, once on a seemingly endless upward trajectory, have peaked and are now showing a decline, dropping approximately two percentage points. Both Novo Nordisk and Eli Lilly have been key holdings in the Plato Global Alpha Fund. Portfolio Manager, Dr. David Allen writes more about this topic and the investment opportunities in a new article published on Livewire Markets today. Read the article: https://lnkd.in/g2_EuYV3 Information about the Plato Global Alpha Fund: https://lnkd.in/gt-peP9U #stocks #investing #glp1
At Livewire Live 2024, Plato Global Alpha Fund portfolio manager Dr. David Allen was asked to discuss a key portfolio holding. Dave spoke about Vertex Pharmaceuticals (NASDAQ: VRTX) which has had success with its treatment for cystic fibrosis extending the lifespan for patients from only 29 in 2005, to into their 60's today. Watch Dave discuss the company: https://lnkd.in/gm6Gczb3 More about the Plato Global Alpha Fund: https://lnkd.in/gt-peP9U Stock commentary should not be considered as a recommendation to buy, hold, or sell any security.
Don Hamson discussed the bounty of excess franking credits sitting idle on ASX listed company balance sheets, in a discussion with The Australian Financial Review. Read the article online: https://lnkd.in/gWNZKpvQ More about how franking credits can benefit income-seeking investors: https://lnkd.in/g4mbKVwV #dividends #incomes #stocks #investing
Dr. David Allen, our head of research and portfolio manager of the Plato Global Alpha Fund, is a guest speaker at the Livewire Markets Livewire Live event being held at Art Gallery NSW next week. Dave is joining a panel discussing 'the good, the bad, and the ugly' in Australian and global #stockmarkets, alongside James Hawkins, Ben Griffiths, and Dushko Bajic. Check out or website or livewiremarkets.com in the coming weeks for highlights featuring Dave's insights. Or you can find out more about Livewire Live 2024 here: https://lnkd.in/gBP4NMKN
Congratulations to the Eastern Suburbs District Rugby Union Football Club and club president (and Plato Global Alpha Fund portfolio manager) Dr. David Allen on winning the Shute Shield title. It was a 36-35 win in a grand final classic at Leichardt Oval on Saturday! As a sponsor of Easts in 2024, the Plato team is proud to support grass-roots sports which is at the heart of many of our local communities. Read more about East's big win: The Sydney Morning Herald: https://lnkd.in/d3RQ6ZvJ The Australian: https://lnkd.in/dhk2tCjc The Daily Telegraph: https://lnkd.in/dPZMSY6x
As proud sponsors of Eastern Suburbs District Rugby Union Football Club we'd like to wish everyone involved a successful weekend ahead as 6 of the club's 7 men’s grade and colts competition teams play in grand final matches. With Plato on the jerseys and our own Dr. David Allen the club's president, we'll be thrilled to see a 55-year wait for a Shute Shield title come to an end at Leichardt Oval on Saturday! Nothing beats community sport! #community #sport #rugbyunion
As proud sponsors of Eastern Suburbs District Rugby Union Football Club we'd like to wish everyone involved a successful weekend ahead as 6 of the club's 7 men’s grade and colts competition teams play in grand final matches. With Plato on the jerseys and our own Dr. David Allen the club's president, we'll be thrilled to see a 55-year wait for a Shute Shield title come to an end at Leichardt Oval on Saturday! Nothing beats community sport! #community #sport #rugbyunion