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
A tale of two yield curves – what interest rates tell us about the world’s two largest economies.
This article captures the essence of recent conversations Andrew Clifford, Platinum’s CIO has been having with investors about our global positioning.
As we entered 2018, the prospects for the global economy were as bright as they had been since the onset of the Global Financial Crisis (GFC) over a decade ago. The US economy was growing from strength to strength, with tax cuts on the way that promised an additional boost. China had recovered...
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
Europe comprises around 50 countries, 750 million people and an economy similar in size to those of North America and East Asia. When discussing the region, most investors focus on a handful of large developed economies and multinational companies listed on the stock exchanges of London, Paris or...
After 30 years investing professionally one thing I know and of which I’m constantly reminded, is that we are always learning. And indeed, there were important lessons to be learned from 2018.
Following the recent market volatility globally. Andrew Clifford has provided a brief overview.
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