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Video - Innovation and Generational Change Shaping Japan

By
Scott Gilchrist,
User

Scott was an engineer by training. Before joining Platinum in 2001, he had held a range of consulting and operational roles in the engineering and mining industries, including.. More

13 Sep 2019

Contrary to popular belief, change is afoot in Japan. Scott Gilchrist, portfolio manager at Platinum explains how generational, technological and long-awaited corporate governance changes are transforming its economy...

Watch now

Recent articles

  • Video - Innovation and Generational Change Shaping Japan

    By
    Scott Gilchrist,
    User

    Scott was an engineer by training. Before joining Platinum in 2001, he had held a range of consulting and operational roles in the engineering and mining industries, including.. More

    13 Sep 2019

    Contrary to popular belief, change is afoot in Japan. Scott Gilchrist, portfolio manager at Platinum explains how generational, technological and long-awaited corporate governance changes are transforming its economy...

    Watch now
    share-icon Share

  • Video - The Rise of the Consumer and Private Enterprise in China

    By
    Dr Joseph Lai,
    User

    It has been many years since Joe last held a stethoscope and examined patients in a hospital, but what his early experience as a medical doctor left him with is a strong sense.. More

    06 Sep 2019

    China’s rapid adoption of technology and urban population density are key drivers of its astonishing economic transition. Dr Joseph Lai, portfolio manager at Platinum discusses where his team is finding attractive...

    Watch now
    share-icon Share

  • Video - The Growing Valuation Divergence Between Growth and Value Stocks

    By
    Clay Smolinski,
    User

    Graduating as dux of Finance from university and a brief stint as an accountant at Grant Thornton gave Clay the grounding to deconstruct financial statements. But it is his.. More

    29 Aug 2019

    Clay Smolinski portfolio manager at Platinum explains why there is a growing valuation divergence between growth and value stocks, how Platinum is responding, and why he expects the value-based approach will return to favour...

    Watch now
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  • Macro Overview - June 2019

    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

    02 Aug 2019

    Trade war dominates, distracts and detracts...

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  • Platinum Roadshow 2019

    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

    11 Jun 2019

    Platinum recently completed its 2019 Australian capital city investor and adviser roadshow.  Here is a video of the Sydney investor presentation.

    Watch now
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  • The Appeal of the Anti-Predictable

    By
    Nikola Dvornak,
    User

    Nik is our in-house economist. Before joining Platinum in 2006, Nik worked as an analyst at the Reserve Bank of Australia (RBA), the Australian Prudential Regulation Authority.. More

    29 Apr 2019

    During 2018, investor concerns coalesced around two key issues: slowing economic growth in China and rising interest rates in the US. These concerns weighed heavily on stock prices, afflicting emerging markets in the first instance, then spreading to developed markets later in the year.

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