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 global media sector has been undergoing significant changes over the past 10 to 15 years. This presentation will highlight some of the high-level trends in this space as well as how we seek to turn those trends into investment ideas.
Philip joined Platinum in 2009 as an investment analyst. Previously, he worked for Merrill Lynch and Morgan Stanley in the UK, analysing the British and Irish banking sectors... More
How does investment in one of Australia's 'Big Four' stack up against other global banks today?
Despite signs of economic recovery, Europe, indeed the developed world, has been engulfed by a wave of anti-establishment movements over the past year. What is going on? And why? Charles Weule's on-the-ground report may help shed some light.
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
Unlike ‘patent cliff’, ‘the aging population’ and ‘cost inflation’, the truly interesting themes in healthcare today do not always receive the most attention in popular media. Bianca explains the exciting progress being made in precision medicine and...
Jack joined Platinum in 2010 as an investment analyst. He previously worked as a private equity investment professional with WH Soul Pattinson and, prior to that, he worked in.. More
Jack Cao, investment analyst from Platinum’s Asia team, gives some highlights from the rapid rise and multi-faceted development of China's internet companies.
Life insurers and pension funds have been shifting money away from equities to buy more long-dated low-yielding government bonds due to the prevailing low interest rates. The asset-liability mismatch is posing some serious dilemma for these institutions.