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
With the coronavirus concerns increasing, this update provides further context for Platinum’s International and Asia equity portfolios1.
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
Here is an audio recording of the highlights of Platinum’s December 2019 Quarterly Report. The podcast provides a macro overview followed by a brief update on what's been happening in the Platinum International Fund. We also provide an update on Asia and the UK, and share our insights...
With the coronavirus 2019-nCoV dominating news headlines and various travel and health warnings now in place, we reflect on what this may mean for markets and Platinum’s portfolios1.
Interest rates – a tailwind or headwind for equities in 2020?
In our September quarterly update we discussed the strong consensus that had developed among investors and commentators that interest rates would remain at low...
Kerr Neilson chats with Douglas Isles on a wide range of topics - the relevancy of behavioural finance today, where he is seeing the greatest change around the world and the exciting investment opportunities it presents, as well as what lies ahead in 2020.
Over the past few years, you may have found yourself ordering takeaway food from an app on your phone. You are not alone, from the first half of 2017 to the first half of 2019, the total food sales (gross merchandise...
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