The technology sector is facing heavy scrutinisation and the threat of increased regulation. At the same time, tech giants are diversifying into new and exciting areas. Should we avoid or embrace their progress? At what cost to our personal data? Cameron Robertson, portfolio manager at...
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
The big question we are grappling with is whether we are seeing a correction (as market behaviour suggests) or if we are in a more troubling bear market. The latter tends to see changes in market leadership. We have not seen this change yet with growth/defensives continuing to outperform...
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
The last four weeks has seen a rapid rebound from one of the sharpest falls in market history and yet in the PWP - International Fund we have remained conservatively positioned. This update explains why we remain comfortable with such a position.
The COVID-19 (coronavirus) pandemic has shaken the global population to its core. The personal toll is enormous, and the fear, immense. In this special feature I will explain what the virus is, what makes it unique and the progress that has been made in developing a treatment and vaccine. The...
The benefit of lockdowns around the world is showing in the data and it is increasingly clear the dialogue is shifting to how we get back to work, led by China’s example.
Coronavirus and economic update The impact of the coronavirus (COVID-19) is now being felt by all of us on a daily basis as lockdowns take effect around the world. The impact of less interactions is leading to a much slower transmission of the virus, which gives some...
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