The Journal

Macro Overview - September 2020

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

16 Oct 2020

Over the last three months, stock markets have continued to rally strongly as economic activity started to recover from the depths of the COVID-induced recession. As a result of the lockdowns that have been put in place to control the spread of the virus, there have been significant changes in spending and working patterns across economies.

Recent articles

  • Video – Fast-Growing & Innovative Companies Aplenty in 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

    09 Oct 2020

    There is an interesting connection between Fugaku, the world’s fastest supercomputer (which helped analyse the COVID-19 molecule) and Nintendo, the world’s best gaming console. Not only are their ‘creators and...

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  • Video – Japan: Leadership Change Provides Scope for More Economic Reform

    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

    09 Oct 2020

    Portfolio manager, Scott Gilchrist provides his take on the appointment of Yoshihide Suga as Japan’s new prime minister. A lifetime politician with a rural upbringing, Suga provides continuity and stability, but...

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  • Lifestyle Shift & Urban Flight Spurs Change in Home Spend

    By 30 Sep 2020

    Since the onset of the coronavirus, more people are working from home, and while there will likely be a large-scale return to the office as the health risk subsides, the pandemic is expected to have a lasting effect on flexible working arrangements.

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  • Biotechs: Changing the Future of Health Care

    By
    Dr Bianca Ogden,
    User

    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

    29 Sep 2020

    The biotech sector has all the hallmarks of technology but with the health angle to boot. Portfolio manager, Dr Bianca Ogden looks at a selection of biotech investments in her portfolio and how they are challenging and changing...

  • A Diversified Vaccination Strategy Needs to be our Plan A

    By
    Dr Bianca Ogden,
    User

    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

    29 Sep 2020

    The fact that the SARS-CoV-2 coronavirus causes asymptomatic infection means it is very unlikely that we will be able to eradicate it without a combination of vaccines and therapeutics. While border closures can help us feel safe, it is not reality. We have to start living with this virus and...

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