The Journal

Recent articles

  • Investing in the Fast-Changing World of Digitisation

    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

    28 Feb 2018

    At the core of the investment themes that we are finding most exciting today is digitisation. Autonomous driving, additive or 3D manufacturing, generative design, and the smart factories of Industry 4.0… Creative destruction is in full force. What is important is the...

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  • Market Update - 6/02/2018

    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

    06 Feb 2018

    Markets globally have been roiled by large moves in recent days. These moves appear to be the unwinding of volatility based strategies that have become popular after years of low and declining volatility. The longer markets...

  • Podcast - 31 December 2017 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

    24 Jan 2018

    Here is an audio recording of Platinum Asset Management’s 31 December Quarterly Report.  The report covers Andrew Clifford, Platinum CIO’s recent macro overview; the commentaries from the International, Asia and Japan Fund Managers, as well as feature articles on Autonomous...

  • Bitcoin - A Primer

    By
    Sava Mihic,
    User

    Sava joined Platinum in 2015 as a quantitative analyst, having previously worked as an analyst in the Equities and Alternative Assets division of Challenger Limited.

    More

    12 Jan 2018

    Bitcoin has recently captured popular attention by exceeding the US$10,000 per coin mental barrier. Discussion has been extremely polarised, with some claiming it is the biggest bubble since the Tulip while others claim we are seeing the start of a new paradigm. This article will discuss what...

  • Macro Overview plus China Debt Update – December 2017

    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 Jan 2018

    Global stock markets have recognised the synchronised growth and improving prospects across all the major economies, and have rewarded investors with strong returns over the last 12 months. While some commentators are raising warnings about stock market bubbles, it is our...

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  • Asian Market - A Year in Review - Oct 2017 (Video)

    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

    14 Nov 2017

    At the 2017 Annual General Meeting of Platinum Asia Investments Limited (ASX: PAI), Joseph Lai, PAI's Portfolio Manager, addresses shareholders with a review of the key developments in the Asian market over the past year, particularly the significant reform measures and structural changes...

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