The Journal

Recent articles

  • Venturing to the Dark Side in Food Delivery

    By
    Jimmy Su,
    User

    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

    21 Apr 2020

    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...

  • Market Update - 21 April 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

    21 Apr 2020

    The last four weeks has seen a rapid rebound from one of the sharpest falls in market history and yet, in our flagship global fund, the Platinum International Fund, we have remained conservatively positioned.  This update explains why we remain comfortable with such a position.

  • COVID-19: Demystifying this Frightening Disease

    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

    17 Apr 2020

    The COVID-19 (coronavirus) pandemic has shaken the global population to its core. The personal toll is enormous, and the fear, immense. In this special feature I will explain what the virus is, what makes it unique and the progress that has been made in developing a treatment and vaccine. The...

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  • Macro Overview - March 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

    17 Apr 2020

    Global health crisis takes unprecedented personal, economic and market toll

    The global economic environment and financial markets were upended in the last few weeks of the quarter as the coronavirus (COVID-19) pandemic made its way across the globe. The...

  • Market Update - 9 April 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

    09 Apr 2020

    The benefit of lockdowns around the world is showing in the data and it is increasingly clear the dialogue is shifting to how we get back to work, led by China’s example.

  • Market Update – 1 April 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

    01 Apr 2020

    Andrew Clifford, Platinum CEO, provides an update.