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
Investing in health care isn’t just about targeting the ageing population. Dr Bianca Ogden explains the key trends and how data is driving innovation.
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
Clay takes us through the various stages of economic cycle in each of the worlds major markets.
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
Sparked by rising interest rates in the US and increasing tension between the US and China over trade tariffs, global markets experienced a return of volatility in the first quarter of 2018. Andrew Clifford takes a deep look at these issues and shares our outlook over the medium-term.
Platinum recently completed its capital city investor and adviser roadshow. Here is a video of the Sydney investor presentation.
At the core of the investment themes that we are finding most exciting today is digitisation. Autonomous driving, additive or 3D manufacturing, generative design, and the smart factories of Industry 4.0… Creative destruction is in full force. What is important is the...
Markets globally have been roiled by large moves in recent days. These moves appear to be the unwinding of volatility based strategies that have become popular after years of low and declining volatility. The longer markets...
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