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
Australia’s economy and financial markets may be facing some headwinds as a global rebalancing is underway between the current account surplus nations and those with significant current account deficits. So what should Australian investors do, particularly when the property boom is...
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
In our March 2017 quarterly macro overview, Andrew Clifford, CIO, recounted the causes and effects of the current imbalances in major global economies, including some of the investment implications the trade...
What are the most important factors that determine effective team performance? Ben Darwin, an ex-elite sportsman and coach, analyses Platinum's investment team structure and the core determinants of the performance of a group.
More than 800 million Chinese consumers are carrying e-wallets on their phones, and mobile payments made via China’s third-party platforms such as Alipay and Tenpay – some US$5.5 trillion – were 50 times the value of e-payments transacted in the US last year.
In late March 2017, I visited China, meeting people from a wide range of different businesses and backgrounds.
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
Global portfolio manager, Clay Smolinski, discusses the exuberance surrounding the US market and the hidden opportunities presenting themselves elsewhere around the world.