The Journal

Recent articles

  • The Rise of Asia

    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 Oct 2017

    Over these past 20 years, some Asian economies such as China and India have been growing physically by 6-7% a year.  At that rate of growth, the nominal size of an economy doubles every 10 years, which makes these economies four times the size that they were in the days of the 1998...

  • Macro Overview - September 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

    17 Oct 2017

    China’s "supply side" reform measures are beginning to bear fruit and have far-reaching impact, deserving the attention of global investors.

  • Profiting from Creative Destruction in Brands and Retailing

    By
    James Halse,
    User

    Jamie graduated from a Master of Laws in Commercial Law with first class Honours, but he had always had a more entrepreneurial bent and a keen interest in investing.. More

    12 Oct 2017

    James Halse, Portfolio Manager, discusses the key investment themes in the Platinum International Brands Fund and some of the ideas that have contributed to the fund's recent performance.

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  • Misconceptions about the Japanese Economy (Video)

    By
    Scott Gilchrist,
    User

    Scott was an engineer by training. Before joining Platinum in 2001, he had held a range of consulting and operational roles in the engineering and mining industries, including.. More

    12 Oct 2017

    Kerr Neilson, Platinum's CEO, sat down with Scott Gilchrist, Portfolio Manager of the Platinum Japan Fund, to discuss some of the common misconceptions about investing in Japan.

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  • Market Update - August 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

    28 Aug 2017

    Platinum’s CIO, Andrew Clifford, provides an update on global markets and how Platinum is positioned for the current investment environment.

  • Macro Overview - June 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

    17 Jul 2017

    Australia’s economy and financial markets may be facing some headwinds as a global rebalancing is underway between the current account surplus nations and those with significant current account deficits. So what should Australian investors do, particularly when the property boom is...