The Journal

Market update - 12 December 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

12 Dec 2019

There is a strong consensus today that is critical to the positioning of all financial markets globally: it is widely believed that interest rates will stay low, near or even below zero, for a long time to come.

Recent articles

  • Audio - 30 September 2019 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

    04 Nov 2019

    Here is an audio recording of the highlights of Platinum’s September 2019 Quarterly Report. The podcast provides a macro overview followed by a brief update on what's been happening in the Platinum International Fund. There is also a report on the Asia Team's recent research trip...

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    By
    Andrew Clifford,
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    By
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    04 Oct 2019

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  • Video – Perception vs. Reality Creates Opportunities in Europe

    By
    Nikola Dvornak,
    User

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    04 Oct 2019

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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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