The Journal

Recent articles

  • An Unusual Couple of Centuries

    By
    Julian McCormack,
    User

    Julian joined Platinum in 2001 initially as an investment analyst. After trying his hand at stock-picking for a year, his wanderlust took over and he quit his job to travel.. More

    09 Sep 2015

    The dominance of the West over the last couple of centuries makes the rise of China and India in the last couple of decades feel somewhat unnatural. However, if one casts one’s eyes further back in time, it should perhaps be no surprise that for much of recorded history the largest...

  • A Fearful Sell-off Indeed. Why and What to Do?

    By
    Kerr Neilson,
    User

    Kerr, with the help of Andrew Clifford, founded Platinum in 1994 with a view to making money for investors. The emphasis was on continuing the successful investment approach.. More

    25 Aug 2015

    The recent sell-off shows the fear in the markets which relates to a poorer growth outlook for the world in general and a subsequent downward repricing of shares worldwide. But has the prospect of slow growth already been fairly discounted in share prices? And how should one position one&rsquo...

  • Chinese Market Update - August 2015

    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

    21 Aug 2015

    Chinese authorities face some difficult decisions balancing competing policy objectives around the Chinese currency. Supporting the strength of the Renminbi to prevent capital outflow may erode export competitiveness and interfere with monetary policy. But then, the China story has never been...

  • Platinum Adviser Roadshow 2015 (Video)

    By Platinum, 18 Aug 2015

    CEO, Kerr Neilson, provides advisers with an update on Platinum’s recent performance and the current global environment, from the strength in the US economy to Europe’s gradual recovery and Japan’s transformation. Andrew Clifford, CIO, explains the reasons behind Platinum...

  • Balancing Europe

    By Ex-Platinum Analyst, 15 Jul 2015

    Faced with the sovereign debt crisis of Greece, the influx of migrants and refugees, the uncertain future of Britain’s EU membership, can Germany hold Europe together? Charles Weule, formerly an investment analyst at Platinum and now a resident in Berlin, shares his thoughts on the...

  • The Chinese Stock Market Cascade

    By
    Kerr Neilson,
    User

    Kerr, with the help of Andrew Clifford, founded Platinum in 1994 with a view to making money for investors. The emphasis was on continuing the successful investment approach.. More

    08 Jul 2015

    The Chinese stock market has been experiencing significant turbulence, triggering the government to adopt a series of measures intended to support parts of the market, which, however, may have unwittingly exacerbated the cascade.