Some insights on the current conditions of the European and Chinese markets.
A Martian listening to Donald Trump’s unsavoury election rhetoric would be led to believe that middle class Americans are among the poorest and most deprived peoples on Earth. Economic data, however, does not look quite so dismal.
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
If you have been following the news, you would know that Deutsche Bank is in some hot water. Nik Dvornak, co-manager of the Platinum European Fund, explains what really is going on and how serious DB’s problems really are.
Cameron joined Platinum in 2010, having worked as an equity analyst at CP2 (formerly Capital Partners) for several years. At Platinum, he has covered a wide range of companies.. More
The global media sector has been undergoing significant changes over the past 10 to 15 years. This presentation will highlight some of the high-level trends in this space as well as how we seek to turn those trends into investment ideas.
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
How does investment in one of Australia's 'Big Four' stack up against other global banks today?
Despite signs of economic recovery, Europe, indeed the developed world, has been engulfed by a wave of anti-establishment movements over the past year. What is going on? And why? Charles Weule's on-the-ground report may help shed some light.
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