The Appeal of the Anti-Predictable
During 2018, investor concerns coalesced around two key issues: slowing economic growth in China...
China is not in Crisis, it is reforming
China is frequently presented as a source of crisis or instability for the global economy. We see...
Macro Overview - March 2019
A tale of two yield curves – what interest rates tell us about the world’s two largest economies...
Market Update - February 2019
This article captures the essence of recent conversations Andrew Clifford, Platinum’s CIO has been..
Macro Overview - December 2018
As we entered 2018, the prospects for the global economy were as bright as they had been since the..
Eastern Europe – New Markets in the Old Continent
Europe comprises around 50 countries, 750 million people and an economy similar in size to those...
Market Update - December 2018
After 30 years investing professionally one thing I know and of which I’m constantly reminded, is...
Market Update - 5 November 2018
Following the recent market volatility globally. Andrew Clifford has provided a brief overview...
A Template for Understanding Big Debt Crises
Platinum's Investment Specialist Julian McCormack provides the principles for navigating big debt...
Macro Overview - September 2018
Markets are currently positioned in a very defensive manner, concerned by a potential slowdown in...
Why Fintechs Struggle to Change Banking
The promise of the new is always exciting, whether it is Tesla taking on the motor industry or...
Governing Nations in the Age of Digitisation
Technology is changing how we interact with each other. It is also changing how governments...
Find more articles by tag
Subscribe to Platinum
Receive our expert investment insights and market updates.
Journal Articles
Read market leading insights.
Market Updates
Get market updates from our analysts
Quarterly Reports
Receive quarterly investment reports