The Journal

Recent articles

  • Market Update - April 2015

    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

    01 Apr 2015

    As investors crowd towards the perceived low-risk and high-certainty assets, we at Platinum continue to apply the same contrarian approach as we always have, and we are finding undervalued opportunities in the less fashionable parts of the market.

  • Finding Attractive Investments in the Technology Sector

    By
    Alessandro Barbi,
    User

    Alex is an industry veteran and a long-time member of the Platinum team. After graduating with a degree in Business Administration from Bocconi University in Milan, Italy.. More

    24 Mar 2015

    Alex Barbi, portfolio manager of the Platinum International Technology Fund, explains why some of the mature companies, such as Intel, Oracle and Samsung, are attractive, under-appreciated investments in a ‘hot’ technology sector.

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  • Key Focus Areas of the Platinum International Brands Fund

    By Platinum, 24 Mar 2015

    While many investors are favouring Western consumer staples companies, the Platinum International Brands Fund has its focus on several other themes: Europe’s economic renewal, consumers in emerging markets, and the shopaholic Chinese tourist.

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  • Investment Opportunities in China

    By
    Dr Joseph Lai,
    User

    It has been many years since Joe last held a stethoscope and examined patients in a hospital, but what his early experience as a medical doctor left him with is a strong sense.. More

    04 Mar 2015

    Joseph Lai, portfolio manager of Platinum’s Asia strategy products, discusses the condition of the Chinese property market in the broader context of urbanisation and growing domestic consumption as well as the government’s attempts to reform the country’s economy.

  • Where to for the Price of Oil?

    By
    Scott Gilchrist,
    User

    Scott was an engineer by training. Before joining Platinum in 2001, he had held a range of consulting and operational roles in the engineering and mining industries, including.. More

    04 Mar 2015

    With capex in the energy sector having fallen significantly, oil production will soon start to fall. The supply and demand equation means that the current low oil price is simply unsustainable.

  • Troubles in Europe through the Perspective of a Stock Picker

    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

    04 Mar 2015

    Faced with weak economic growth, a lack of effective policy response and a rise in political extremism, it is indeed troubling times for Europe. However, as Nik Dvornak, co-manager of the Platinum European Fund, explains, we don’t invest by following headlines, and solid companies such...

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