Market Update - August 2018
Platinum’s CIO, Andrew Clifford, provides an update on global markets and how Platinum is...
Macro Overview - June 2018
Fears around escalating US-China trade tension, rising US interest rates, and the impact of China...
Market Update - 22 June 2018
Beset by fears of trade wars and more, the stock market spring is again coiling. The opportunities..
Macro Overview – March 2018
Sparked by rising interest rates in the US and increasing tension between the US and China over...
Investing in the Fast-Changing World of Digitisation
At the core of the investment themes that we are finding most exciting today is digitisation...
Market Update - 6/02/2018
Markets globally have been roiled by large moves in recent days. These moves appear to be the...
Bitcoin - A Primer
Bitcoin has recently captured popular attention by exceeding the US$10,000 per coin mental...
Macro Overview plus China Debt Update – December 2017
Global stock markets have recognised the synchronised growth and improving prospects across all...
The Rise of Asia
Over these past 20 years, some Asian economies such as China and India have been growing...
Macro Overview - September 2017
China’s "supply side" reform measures are beginning to bear fruit and have far-reaching impact...
Profiting from Creative Destruction in Brands and Retailing
James Halse, Portfolio Manager, discusses the key investment themes in the Platinum International...
Market Update - August 2017
Platinum’s CIO, Andrew Clifford, provides an update on global markets and how Platinum is...
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