The Journal

Recent articles

  • 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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  • The Quiet Skiing Revolution

    By
    Nick Markiewicz,
    User

    Nick joined Platinum in 2017 as an investment analyst in the consumer sector team. Nick previously worked for Morgan Stanley and Credit Suisse in analyst positions. More

    29 Jul 2020

    Skiing is an ancient activity, thought to have originated in Russia and China around 8,000 years ago, when humans began using shaped pieces of wood to move over frozen wetlands. The modern leisure ski industry, however, only emerged after WWII, spurred by improvements in technology (boots...

  • Video – Tapping into the Rising Asian Consumer Beyond China

    28 Jul 2020

    When people think of the rising middle-class consumer in Asia, China springs to mind. However, the consumer theme extends beyond China and there are plenty of enticing and attractively valued investment opportunities on offer. Portfolio manager, Dr Joseph Lai shares his excitement for the...

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  • Audio – 30 June 2020 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

    28 Jul 2020

    An audio recording capturing the highlights of Platinum’s June 2020 Quarterly Report is now available. The podcast provides a macro overview and update of the flagship Platinum International Fund, plus insights on each...

  • Video - Market Dislocation Creates Opportunities

    By
    Clay Smolinski,
    User

    Graduating as dux of Finance from university and a brief stint as an accountant at Grant Thornton gave Clay the grounding to deconstruct financial statements. But it is his.. More

    22 Jul 2020

    The investment narrative around travel is understandably negative right now, but therein lies the opportunity. Recessions, wars and technological change have not thwarted the industry’s impressive growth in the past 50 years, but will it be different this time? Portfolio manager, Clay...

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