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
Fears around escalating US-China trade tension, rising US interest rates, and the impact of China's financial system reforms continued to weigh heavily on investors’ minds, leading to increased risk aversion and resulting in significant price dispersion across different parts of...
Beset by fears of trade wars and more, the stock market spring is again coiling. The opportunities are not unlike what we saw 2-3 years ago, which positioned us for the outstanding performance of 2017-early 2018.
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
Investing in health care isn’t just about targeting the ageing population. Dr Bianca Ogden explains the key trends and how data is driving innovation.
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
Clay takes us through the various stages of economic cycle in each of the worlds major markets.
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
Here is an audio recording of the highlights from Platinum’s March 2018 Quarterly Report. In addition to an update on each of the Platinum Trust Funds, the podcast also covers CIO Andrew Clifford’s recent presentation on Platinum’s investment approach and his quarterly...
Sparked by rising interest rates in the US and increasing tension between the US and China over trade tariffs, global markets experienced a return of volatility in the first quarter of 2018. Andrew Clifford takes a deep look at these issues and shares our outlook over the medium-term.