The Journal

The rapid adoption of new technologies is transforming consumer behaviour. Jamie Halse, consumer sector team leader, explains how the team differentiates between the ‘disruptors’, ‘thrivers’, ‘survivors’ and ‘untouchables’, and the investment...

Phil Sellaroli explains the pivotal role Platinum’s trading team plays in the investment process – from idea origination to trade execution and risk assessment. Providing a vital market filter to the investment team, they identify long-term buying/selling opportunities in a market...

It is our belief that there is a strong consensus today that is critical to the positioning of all financial markets globally: it is widely believed that interest rates will stay low, near or even below zero, for a long time to come.

Markets already priced for recession on trade and political uncertainty

Julian McCormack, Investment Specialist at Platinum provides an entertaining analogy of the current market. While we never know what will be the catalyst that ‘pops’ an extended market, we do know what the...

Despite the negative headlines, there’s a lot of reasons to be positive about Europe. Employment and incomes are rising, while trade balances are back in the black. Nik Dvornak explains how the disconnection between...