The Journal

Recent articles

  • Livewire interview with Andrew Clifford and Hamish Douglass

    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

    25 Mar 2019

    James Marlay at Livewire Markets interviews our own CEO & CIO Andrew Clifford and Hamish Douglass from Magellan Financial Group to discuss our different investment approaches to global markets.

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  • Market Update - February 2019

    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

    26 Feb 2019

    This article captures the essence of recent conversations Andrew Clifford, Platinum’s CIO has been having with investors about the Platinum International Fund’s positioning.

  • Macro Overview - December 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

    14 Jan 2019

    As we entered 2018, the prospects for the global economy were as bright as they had been since the onset of the Global Financial Crisis (GFC) over a decade ago. The US economy was growing from strength to strength, with tax cuts on the way that promised an additional boost. China had recovered...

  • Eastern Europe – New Markets in the Old Continent

    By
    Nikola Dvornak,
    User

    Nik is our in-house economist. Before joining Platinum in 2006, Nik worked as an analyst at the Reserve Bank of Australia (RBA), the Australian Prudential Regulation Authority.. More

    14 Jan 2019

    Europe comprises around 50 countries, 750 million people and an economy similar in size to those of North America and East Asia. When discussing the region, most investors focus on a handful of large developed economies and multinational companies listed on the stock exchanges of London, Paris...

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  • Audio - 31 December 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

    31 Dec 2018

    Here is an audio recording of the highlights of Platinum’s December 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...

  • Market Update - December 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

    12 Dec 2018

    After 30 years investing professionally one thing I know and of which I’m constantly reminded, is that we are always learning.  And indeed, there were important lessons to be learned from 2018.