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
Markets already priced for recession on trade and political uncertainty
Julian McCormack, Investment Specialist at Platinum provides an entertaining analogy of the current market. While we never know what will be the catalyst that ‘pops’ an extended market, we do know what the...
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
Despite the negative headlines, there’s a lot of reasons to be positive about Europe. Employment and incomes are rising, while trade balances are back in the black. Nik Dvornak explains how the disconnection between...
Andrew Clifford, Platinum’s CIO explains why individual company earnings and the cashflows they return to shareholders are the key driver of real returns over the medium to long term.
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
Contrary to popular belief, change is afoot in Japan. Scott Gilchrist, portfolio manager at Platinum explains how generational, technological and long-awaited corporate governance changes are transforming its economy...
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
China’s rapid adoption of technology and urban population density are key drivers of its astonishing economic transition. Dr Joseph Lai, portfolio manager at Platinum discusses where his team is finding attractive...
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