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
Trade war dominates, distracts and detracts...
Platinum recently completed its 2019 Australian capital city investor and adviser roadshow. Here is a video of the Sydney investor presentation.
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
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.
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