Most fast-moving consumer goods (FMCG) companies are reporting unprecedented growth in sales and earnings as their product categories benefit from coronavirus-driven demand. One thing we are watching with interest is what the companies are saying about consumer behaviour during lockdowns, and...
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
Investment Specialist, Douglas Isles explores the underlying sector dynamics of the last two bear markets to provide a better understanding of what may lie ahead for equity markets.
An audio recording capturing the highlights of Platinum’s March 2020 Quarterly Report is now available. The podcast narrates a business update from our MD and CIO, Andrew Clifford, followed by a brief update on each of...
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
Today, our flagship Platinum International Fund reached its 25-year milestone. Over that time span, the results have been impressive, yet managing money is about looking forward, not back. Reflecting is, however, important and the current portfolio positioning is a function of decisions taken...
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 technology sector is facing heavy scrutinisation and the threat of increased regulation. At the same time, tech giants are diversifying into new and exciting areas. Should we avoid or embrace their progress? At what cost to our personal data? Cameron Robertson, portfolio manager at Platinum...
Jimmy joined Platinum in 2017 as an investment analyst. He was previously an equity analyst at BT Investment Solutions and had also worked as a senior analyst in the.. More
The emergence of ‘dark kitchens’ is the latest ‘disruptor’ in the food delivery sector. Will it mean the end of the traditional bricks and mortar restaurants and what will it take to be a ’survivor’ or a ‘thriver’? Jimmy Su, investment analyst at...
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