The Journal

Recent articles

  • Lifestyle Shift & Urban Flight Spurs Change in Home Spend

    By
    James Foreman,
    User

    James joined Platinum as an investment analyst in the Consumer Team in 2019. Prior to this, James was at Columbia Threadneedle Investments in London from 2012 where he started as.. More

    28 Sep 2020

    Since the onset of the coronavirus, more people are working from home, and while there will likely be a large-scale return to the office as the health risk subsides, the pandemic is expected to have a lasting effect on flexible working arrangements.

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  • A Diversified Vaccination Strategy Needs to be our Plan A

    By
    Dr Bianca Ogden,
    User

    Molecular biology was Bianca’s first love before she discovered the joys and challenges of investing. After spending some time at Swiss pharmaceuticals company Novartis.. More

    24 Sep 2020

    The fact that the SARS-CoV-2 coronavirus causes asymptomatic infection means it is very unlikely that we will be able to eradicate it without a combination of vaccines and therapeutics. While border closures can help us feel safe, it is not reality. We have to start living with this virus and...

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  • Video - Andrew Clifford, CIO Talks About the World Investors are Faced with Today

    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

    27 Aug 2020

    In the second of a two-part Q&A series, Andrew Clifford, CIO answers questions on the key geopolitical and macroeconomic issues facing investors today, including rising tensions, the US election, currencies, inflation...

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  • Video - Andrew Clifford, CIO Talks Performance and Platinum’s Approach to Investing

    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

    24 Aug 2020

    In the first of a two-part Q&A series, Andrew Clifford, CIO answers the most commonly-asked questions from our clients. In this episode, Andrew focuses on the recent performance of the global equity strategy and Platinum...

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  • Video - Speculative Market in Growth Stocks Gives Cause for Concern

    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

    13 Aug 2020

    Markets have rebounded strongly from their March lows, despite entering one of the deepest economic downturns in history. But that’s not the whole story. There are two very different markets – a speculative...

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  • Video – Healthcare: Being Misunderstood can be a Beautiful Thing

    By
    Dr Bianca Ogden,
    User

    Molecular biology was Bianca’s first love before she discovered the joys and challenges of investing. After spending some time at Swiss pharmaceuticals company Novartis.. More

    04 Aug 2020

    Portfolio manager, Dr Bianca Ogden, drills down on two healthcare stocks, an old favourite, AstraZeneca and a more recent addition, Takeda and explains what makes them a typical Platinum stock. Investing in companies facing...

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