It has been many years since Joe last held a stethoscope and examined patients in a hospital, but what his early experience as a medical doctor left him with is a strong sense.. More
Chinese authorities face some difficult decisions balancing competing policy objectives around the Chinese currency. Supporting the strength of the Renminbi to prevent capital outflow may erode export competitiveness and interfere with monetary policy. But then, the China story has never been...
Philip joined Platinum in 2009 as an investment analyst. Previously, he worked for Merrill Lynch and Morgan Stanley in the UK, analysing the British and Irish banking sectors... More
With Greece edging closer and closer to defaulting on its sovereign debt, Philip Ingram considers the immediate impacts a Greek default would have on stock and bond markets as well as on the Euro. With Greece edging closer and closer to defaulting on its sovereign debt, Philip Ingram considers...
Nik is our in-house economist. Before joining Platinum in 2006, Nik worked as an analyst at the Reserve Bank of Australia (RBA), the Australian Prudential Regulation Authority.. More
Faced with weak economic growth, a lack of effective policy response and a rise in political extremism, it is indeed troubling times for Europe. However, as Nik Dvornak, co-manager of the Platinum European Fund*, explains, we don’t invest by following headlines, and solid...
Slowing economic activity has led the Chinese Central Bank to cut interest rates and promoted the Chinese government to respond with a series of reform measures which bode well for the country’s longer-term prospects.
Scott was an engineer by training. Before joining Platinum in 2001, he had held a range of consulting and operational roles in the engineering and mining industries, including.. More
Scott Gilchrist provides a detailed update on the dislocations that have defined the last three months for many key aspects of the Japanese financial system. The Yen weakened, the oil price plunged and Japanese bond prices elevated rapidly towards an asymptote. In contrast, Abe’s...
Kerr Neilson speaks with Alan Kohler and Clay Carter from Eureka Report about the outlook for the Australian economy, opportunities in international equities and the US market in particular.
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