We are ten years on from the GFC, but the recovery has not been balanced. Financials and Resources, hot in 2007, have struggled. Technology has led markets, followed by Healthcare and...
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
Platinum recently completed its 2019 capital city investor and adviser roadshow. Here is a video of the Sydney investor presentation.
Rationality has not prevailed.
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
During 2018, investor concerns coalesced around two key issues: slowing economic growth in China and rising interest rates in the US. These concerns weighed heavily on stock prices, afflicting emerging markets in the first instance, then spreading to developed markets later in the year.
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 March 2019 Quarterly Report. The podcast provides an update on the positioning of the Platinum International Fund, plus a macro overview from CEO & CIO Andrew Clifford as well as a review on China following Fund Manager Joseph...
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
China is frequently presented as a source of crisis or instability for the global economy. We see little evidence of crisis in China. The picture that is apparent to us is one of imperfection, not one of peril.