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
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.
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 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...
Markets already priced for recession on trade and political uncertainty
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
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...
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
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...
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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