The Journal

Platinum recently completed its 2019 Australian capital city investor and adviser roadshow.  Here is a video of the Sydney investor presentation.

During 2018, investor concerns coalesced around two key issues: slowing economic growth in China and rising interest rates in the US. These concerns weighed heavily on stock prices, afflicting emerging markets in the first instance, then spreading to developed markets later in the year.

China is frequently presented as a source of crisis or instability for the global economy. We see little evidence of crisis in China. The picture that is apparent to us is one of imperfection, not one of peril.

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...