The Journal

Macro Overview - September 2019

By
Andrew Clifford,
User

Andrew co-founded Platinum in 1994 as the Deputy Chief Investment Officer, having worked alongside Kerr for several years at Bankers Trust and perfecting the craft of.. More

14 Oct 2019

Markets already priced for recession on trade and political uncertainty

Recent articles

  • Video - Pencils, Balloons and BMWs – What’s it all About?

    By
    Julian McCormack,
    User

    Julian joined Platinum in 2001 as an investment analyst, but then left in 2002 to travel the world.

    Upon returning he spent eight years working in metals and.. More

    04 Oct 2019

    Julian McCormack, Investment Specialist at Platinum provides an entertaining analogy of the current market. While we never know what will be the catalyst that ‘pops’ an extended market, we do know what the inherent...

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  • Video – Perception vs. Reality Creates Opportunities in Europe

    By
    Nikola Dvornak,
    User

    Nik is our in-house economist. Before joining Platinum in 2006, Nik worked as an analyst at the Reserve Bank of Australia (RBA), the Australian Prudential Regulation Authority.. More

    04 Oct 2019

    Despite the negative headlines, there’s a lot of reasons to be positive about Europe. Employment and incomes are rising, while trade balances are back in the black. Nik Dvornak explains how the disconnection between...

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  • Video - Earnings Growth is the Key to Real Returns

    By
    Andrew Clifford,
    User

    Andrew co-founded Platinum in 1994 as the Deputy Chief Investment Officer, having worked alongside Kerr for several years at Bankers Trust and perfecting the craft of.. More

    02 Oct 2019

    Andrew Clifford, Platinum’s CIO explains why individual company earnings and the cashflows they return to shareholders are the key driver of real returns over the medium to long term.
     

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  • Video - Innovation and Generational Change Shaping Japan

    By
    Scott Gilchrist,
    User

    Scott was an engineer by training. Before joining Platinum in 2001, he had held a range of consulting and operational roles in the engineering and mining industries, including.. More

    13 Sep 2019

    Contrary to popular belief, change is afoot in Japan. Scott Gilchrist, portfolio manager for the Platinum Japan Fund explains how generational, technological and long-awaited corporate governance changes are transforming its...

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  • Video - The Rise of the Consumer and Private Enterprise in China

    By
    Dr Joseph Lai,
    User

    It has been many years since Joe last held a stethoscope and examined patients in a hospital, but what his early experience as a medical doctor left him with is a strong sense.. More

    06 Sep 2019

    China’s rapid adoption of technology and urban population density are key drivers of its astonishing economic transition.  Dr Joseph Lai, portfolio manager for the Platinum Asia Fund discusses where his team is...

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