The Journal

Macro Overview - December 2018

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 Jan 2019

As we entered 2018, the prospects for the global economy were as bright as they had been since the onset of the Global Financial Crisis (GFC) over a decade ago. The US economy was growing from strength to strength, with tax cuts on the way that promised an additional boost. China had recovered well from its investment slump of 2014-15. Economic momentum was building in Europe and Japan.

Recent articles

  • Eastern Europe – New Markets in the Old Continent

    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

    14 Jan 2019

    Europe comprises around 50 countries, 750 million people and an economy similar in size to those of North America and East Asia. When discussing the region, most investors focus on a handful of large developed economies and multinational companies listed on the stock exchanges of London, Paris...

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  • Market Update - December 2018

    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

    12 Dec 2018

    After 30 years investing professionally one thing I know and of which I’m constantly reminded, is that we are always learning.  And indeed, there were important lessons to be learned from 2018.

  • Market Update - 5 November 2018

    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

    06 Nov 2018

    Following the recent market volatility globally. Andrew Clifford has provided a brief overview. 

  • Video - Andrew Clifford interview with Livewire

    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

    05 Nov 2018

    Andrew Clifford takes you inside the investment process at Platinum and applies it to the challenges of today’s volatile environment.

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  • Audio - 30 September 2018 Quarterly Report

    By
    Douglas Isles,
    User

    An actuary by training, Douglas first joined Platinum in 2003 as an investment analyst, having spent some time at the Commonwealth Bank as a product actuary and, prior to that.. More

    17 Oct 2018

    Here is an audio recording of the highlights of Platinum’s September 2018 Quarterly Report. The podcast summarises key messages from CEO & CIO Andrew Clifford and Platinum International Fund Co-Manager & Platinum Unhedged Fund Manager Clay Smolinski, as well as Health Care...