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Macro Overview: 2023 – A Great Environment for True Investors

By
Andrew Clifford,
User

Andrew co-founded Platinum in 1994 as the Deputy Chief Investment Officer, having worked alongside Kerr Neilson for several years at Bankers Trust and perfecting the craft of.. More

17 Jan 2023

2022 was a dramatic year for markets. CEO and Co-CIO Andrew Clifford sat down with Investment Analyst Julian McCormack in December to share his thoughts on events, covering interest rates, recession fears, China and Europe -...

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Recent articles

  • Video – The Zeitgeist is Changing in Japan

    By
    James Halse,
    User

    Jamie joined Platinum in 2011 as an analyst covering consumer stocks and became portfolio manager of the Platinum International Brands Fund in 2017, as well as heading up the.. More

    10 Nov 2022

    A recent trip to Japan by members of our investment team confirmed that corporate governance is well and truly gaining traction, much to the delight of shareholders. The country is also experiencing a massive step up in...

    Watch now
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  • Video - Biotechs Preparing for the Next Chapter of Growth

    By
    Dr Bianca Ogden,
    User

    Bianca embarked on a career change in 2003 and joined Platinum as an investment analyst. Her rich knowledge base in molecular biology and first-hand insights into the.. More

    07 Nov 2022

    Rising interest rates have raised concerns about the ability of biotechs to access capital. Contrary to popular perception, though, the sector is actually quite “healthy”, says portfolio manager Dr Bianca Ogden...

    Watch now
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  • Video - Staying the Course in China

    By
    Cameron Robertson,
    User

    Cameron joined Platinum in 2010, initially focusing on resources and industrial companies, and later on the technology and communications sectors.
     
    In.. More

    03 Nov 2022

    There have been a lot of negative headlines about China recently, covering geopolitical concerns, the property sector, and COVID lockdowns. In this short video, co-portfolio manager for our Asia ex-Japan strategy, Cameron...

    Watch now
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  • Japan in the First Innings of a Digital Shift

    By
    Leon Rapp,
    Platinum, 03 Nov 2022

    Japan was recently declared the #1 tourist destination in the world according to the 2021 Travel & Tourism Development Index.[1] Its well-deserved rise to the top should come as no surprise to those who have experienced Japan and its combination of great cuisine, unparalleled...

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  • Macro Overview: Forget Picking the Bottom, Focus on Value

    By
    Andrew Clifford,
    User

    Andrew co-founded Platinum in 1994 as the Deputy Chief Investment Officer, having worked alongside Kerr Neilson for several years at Bankers Trust and perfecting the craft of.. More

    20 Oct 2022

    In late September, CEO and Co-CIO Andrew Clifford sat down with Investment Specialist Julian McCormack to share his thoughts on interest rates, inflation, China and Europe - and what they all mean for markets and Platinum...

    Read article
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