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  • Video – Healthcare: Being Misunderstood can be a Beautiful Thing

    25 Sep 2020

    Portfolio manager, Dr Bianca Ogden, drills down on two healthcare stocks, an old favourite, AstraZeneca and a more recent addition, Takeda and explains what makes them a typical Platinum stock. Investing in companies facing...

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  • Video - Andrew Clifford, CIO Talks About the World Investors are Faced with Today

    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

    28 Aug 2020

    In the second of a two-part Q&A series, Andrew Clifford, CIO answers questions on the key geopolitical and macroeconomic issues facing investors today, including rising tensions, the US election, currencies, inflation...

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  • Video - Andrew Clifford, CIO Talks Performance and Platinum’s Approach to Investing

    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

    28 Aug 2020

    In the first of a two-part Q&A series, Andrew Clifford, CIO answers the most commonly-asked questions from our clients. In this episode, Andrew focuses on the recent performance of the global equity strategy and Platinum...

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  • Video – Speculative Market in Growth Stocks Gives Cause for Concern

    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

    13 Aug 2020

    Markets have rebounded strongly from their March lows, despite entering one of the deepest economic downturns in history. But that’s not the whole story. There are two very different markets – a speculative...

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  • Video - Market Dislocation Creates Opportunities

    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. Having started.. More

    06 Aug 2020

    The investment narrative around travel is understandably negative right now, but therein lies the opportunity. Recessions, wars and technological change have not thwarted the industry’s impressive growth in the past 50...

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  • Video – Tapping into the Rising Asian Consumer Beyond China

    06 Aug 2020

    When people think of the rising middle-class consumer in Asia, China springs to mind. However, the consumer theme extends beyond China and there are plenty of enticing and attractively valued investment opportunities on offer...

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