Jimmy joined Platinum in 2017 as an investment analyst. He was previously an equity analyst at BT Investment Solutions and had also worked as a senior analyst in the.. More
The emergence of ‘dark kitchens’ is the latest ‘disruptor’ in the food delivery sector. Will it mean the end of the traditional bricks and mortar restaurants and what will it take to be a ’survivor’ or a ‘thriver’? Jimmy Su, investment analyst at...
Cameron joined Platinum in 2010, having worked as an equity analyst at CP2 (formerly Capital Partners) for several years. At Platinum, he has covered a wide range of companies.. More
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. But it is his.. 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 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.
Molecular biology was Bianca’s first love before she discovered the joys and challenges of investing. After spending some time at Swiss pharmaceuticals company Novartis.. More
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.
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