The Journal

Recent articles

  • 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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  • Macro Overview - June 2020

    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

    15 Jul 2020

    Stimulus Fuels Breakdown Between Markets and Economic Reality

    The global economy has only just commenced its recovery from the depths of the largest economic setback in modern history, yet stock markets have bounced strongly from their mid-March lows to be just...

  • Will the Pandemic Change our Spending Habits Long Term?

    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

    15 Jul 2020

    In response to the global pandemic, we have altered our behaviour in innumerable ways. Enforced social distancing and isolation measures caused changes to our patterns of movement, our consumption habits, and our daily exercise and culinary routines. These adjustments have had a major...

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  • Quarterly Report for the Platinum Trust Funds

    For the latest Platinum Trust Fund's quarterly report, please click here.

    The report contains the latest commentary on performance, the portfolio and insights from the managers of the eight Platinum Trust Funds.<...

  • Biotechs: Changing the Future of Health Care

    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

    08 Jul 2020

    The biotech sector has all the hallmarks of technology but with the health angle to boot. Portfolio manager, Dr Bianca Ogden looks at a selection of biotech investments in her portfolio and how they are challenging and changing...

  • Surviving the Fitness Revival

    With social distancing measures around the world relaxing, many of us might be considering a return to the gym or fitness classes... or are we? Some say it takes 21 days to form a habit (a study suggested anywhere from 18-254[1]), so how many of us may decide to make a permanent...