The Journal

Macro Overview - December 2019

Andrew Clifford,

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

17 Jan 2020

Interest rates – a tailwind or headwind for equities in 2020?
In our September quarterly update[1] we discussed the strong consensus that had developed among investors and commentators that interest rates would remain at low levels for some time to come, or as it has become known as, the “lower for longer” view. Whenever such strong agreement is present amongst investors it is important to consider the alternative view.

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