The Journal

In this webinar filmed on 19 March, Platinum portfolio manager and virologist, Dr Bianca Ogden provides an update on the progress on detection, treatment and vaccine development for COVID-19. Andrew Clifford, Platinum’s CIO also provides an update on the economic and market implications...

The coronavirus (COVID-19) is now having an all-encompassing effect on our daily lives. A large number of countries are now in various forms of lockdown, there is little else in our news and markets have fallen a long way as economies suffer.

The current situation is dynamic; markets are responding to a reduction in economic activity brought about by governments, corporates and individuals’ responses to the coronavirus threat. It is highly likely we are already in a recession.

Interest rates – a tailwind or headwind for equities in 2020?
In our September quarterly update we discussed the strong consensus that had developed among investors and commentators that interest rates would remain at low...

With the coronavirus 2019-nCoV dominating news headlines and various travel and health warnings now in place, we reflect on what this may mean for markets and Platinum’s portfolios¹.

Kerr Neilson chats with Douglas Isles on a wide range of topics - the relevancy of behavioural finance today, where he is seeing the greatest change around the world and the exciting investment opportunities it presents, as well as what lies ahead in 2020.