Scottie Scheffler and the ‘happy amateur’ investor
What can investors learn from the distinction between amateur and professional sport?
From cheap trinkets to the DeepSeek moment
DeepSeek is another symbol of Asia’s capacity for change. But what does it mean for investors?
Audio - 31 March 2019 Quarterly Report
Here is an audio recording of the highlights of Platinum’s March 2019 Quarterly Report...
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...
Livewire interview with Andrew Clifford and Hamish Douglass
James Marlay at Livewire Markets interviews our own CEO & CIO Andrew Clifford and Hamish Douglass...
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...
Audio - 31 December 2018 Quarterly Report
Here is an audio recording of the highlights of Platinum’s December 2018 Quarterly Report...
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...
Video - Andrew Clifford interview with Livewire
Andrew Clifford takes you inside the investment process at Platinum and applies it to the...
Audio - 30 September 2018 Quarterly Report
Here is an audio recording of the highlights of Platinum’s September 2018 Quarterly Report....
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