Video – Three Lessons from the US Banking Crisis

Adrian was appointed co-manager of the Platinum European Fund in April 2021. Adrian joined Platinum in 2015 as an investment analyst in the Asia regional team. In December 2019, he ... More
Adrian Cotiga chats with Henry Polkinghorne about the key drivers behind the US banking crisis, the three lessons to be learned and how Platinum is positioned in global financials. We continue to hold no exposure to US banks, preferring European financials, with three broad buckets capturing our interest.
Recent articles
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Video – Finding Value in the Much-Hyped AI Space
By 29 May 2023Artificial intelligence has certainly captured everyone’s attention of late. While there has been a lot of hype around some of the players, there are also areas that are being overlooked, particularly in the healthcare secto…
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Video – Exciting Times for Japanese Equities
ByJames Halse ,26 May 2023Jamie joined Platinum in 2011 as an analyst covering consumer stocks and became portfolio manager of the Platinum International Brands Fund in 2017, as well as heading up the ... More
The Japanese equity market has rallied strongly in recent weeks, edging ever closer to its 1989 record high. A visit by Warren Buffett to Japan seems to have inspired buyer interest, especially from foreign investors, but there&rs…
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Video - Markets in Denial About US Recession
ByJulian McCormack,Platinum, 22 May 2023The sharpest increase in US interest rates in 40 years, a shrinking money supply and bank failures are all causes for concern – but the markets don’t seem to think so. Investment Analyst Julian McCormack provides a suc…
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Video - 2023 European Investor Presentation
By 25 Apr 2023Platinum recently held it's 2023 investor presentation: "Exploiting Opportunities - What the Market Has Overlooked and How to Capitalise". Andrew Clifford, Platinum's co-CIO, recaps key shifts in the market an…
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Macro Overview: The ‘Out of Favour’ and Areas of Significant Change Offer Opportunity
ByAndrew Clifford ,20 Apr 2023Andrew co-founded Platinum in 1994 as the Deputy Chief Investment Officer, having worked alongside Kerr Neilson for several years at Bankers Trust and perfecting the craft of uncov ... More
CEO and Co-CIO Andrew Clifford sat down with Head of Investment Specialists Dean McLelland in late March to share his thoughts on the stability of the global banking system, interest rates, the state of play in Europe and China…