The Journal

Recent articles

  • Video - Andrew Clifford interview with Livewire

    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

    05 Nov 2018

    Andrew Clifford takes you inside the investment process at Platinum and applies it to the challenges of today’s volatile environment.

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  • Audio - 30 September 2018 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

    17 Oct 2018

    Here is an audio recording of the highlights of Platinum’s September 2018 Quarterly Report. The podcast summarises key messages from CEO & CIO Andrew Clifford and Platinum International Fund Co-Manager & Platinum Unhedged Fund Manager Clay Smolinski, as well as Health Care...

  • A Template for Understanding Big Debt Crises

    By
    Julian McCormack,
    User

    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

    17 Oct 2018

    Platinum's Investment Specialist Julian McCormack reviews 'A Template for Understanding Big Debt Crises' by Ray Dalio

  • Macro Overview - September 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

    11 Oct 2018

    Markets are currently positioned in a very defensive manner, concerned by a potential slowdown in China, the ongoing US-China trade war and rising US interest rates. CIO Andrew Clifford examines each of these issues and reminds us that it often pays to head in the opposite direction from the...

  • Video - Interview with Kerr Neilson

    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

    17 Sep 2018

    ​Platinum's Investment Specialist Julian McCormack interviews founder Kerr Neilson and asks what advice he would give to somebody looking to invest in stocks for the first time. Plus Kerr provides an update on where he sees value in today's markets.

  • Why Fintechs Struggle to Change Banking

    By
    Philip Ingram,
    User

    Philip joined Platinum in 2009 as an investment analyst. Previously, he worked for Merrill Lynch and Morgan Stanley in the UK, analysing the British and Irish banking sectors... More

    17 Sep 2018

    The promise of the new is always exciting, whether it is Tesla taking on the motor industry or cryptocurrencies challenging the fiat money printed by central banks.  However, an object lesson for investors in the thrill of the new is banks’ resilience to the onslaught from fintech...