The Journal

Recent articles

  • Food Delivery: Delivering Growth, but can they Deliver Profits?

    By 24 Dec 2019


    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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  • Standing Out from the Crowd

    By
    Philip Sellaroli,
    User

    Philip joined Platinum as a trader in 2017. He had previously worked as a trader at Credit Suisse and Macquarie in both Australia and Japan. Philip’s role at Platinum.. More

    18 Dec 2019

    Phil Sellaroli explains the pivotal role Platinum’s trading team plays in the investment process – from idea origination to trade execution and risk assessment. Providing a vital market filter to the investment team, they identify long-term buying/selling opportunities in a market...

  • Disruption and Survival in the Consumer Market

    By
    James Halse,
    User

    Jamie graduated from a Master of Laws in Commercial Law with first class Honours, but he had always had a more entrepreneurial bent and a keen interest in investing.. More

    18 Dec 2019

    The rapid adoption of new technologies is transforming consumer behaviour. Jamie Halse, portfolio manager for the Platinum International Brands Fund explains how the consumer team differentiates between the 'disruptors', 'thrivers', 'survivors' and '...

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  • 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.

  • 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...

  • Macro Overview - September 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

    14 Oct 2019

    Markets already priced for recession on trade and political uncertainty