An update on global markets and the key themes that each of the Platinum Trust Funds* is pursuing.
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
CIO Andrew Clifford provides an update on global macroeconomic conditions (the strength of the US recovery, the ‘basket case’ of Europe, returning confidence in Japan) and the key investment themes in Platinum’s portfolios (e-commerce, mobile, financial sector repair, Japan...
As we try to make sense of the year ahead, we run the risk of extrapolating the experiences of the last 12 months. We are of the view that we are entering a very different environment.
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 Smolinski, portfolio manager of the Platinum European Fund*, dissects the current fiscal positions and policies of the governments of Greece, Italy and Spain.
Australia has been sitting on its laurels for a good while now. But have we been immersed in the illusions of comfort for too long? Without a new bout of reforms that intensifies competition, frees resources and trims down bureaucratic meddling, we run the risk of severe withdrawal symptoms...
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