Recent articles
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Video - Andrew Clifford, CIO Talks About the World Investors are Faced with Today
ByAndrew Clifford ,28 Aug 2020Andrew 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
In the second of a two-part Q&A series, Andrew Clifford, CIO answers questions on the key geopolitical and macroeconomic issues facing investors today, including rising tensions, the US election, currencies, inflation, interes…
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Video - Andrew Clifford, CIO Talks Performance and Platinum’s Approach to Investing
ByAndrew Clifford ,28 Aug 2020Andrew 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
In the first of a two-part Q&A series, Andrew Clifford, CIO answers the most commonly-asked questions from our clients. In this episode, Andrew focuses on the recent performance of the global equity strategy and Platinum&rsquo…
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Video – Speculative Market in Growth Stocks Gives Cause for Concern
ByAndrew Clifford ,13 Aug 2020Andrew 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
Markets have rebounded strongly from their March lows, despite entering one of the deepest economic downturns in history. But that’s not the whole story. There are two very different markets – a speculative market in &…
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Video - Market Dislocation Creates Opportunities
ByClay Smolinski ,06 Aug 2020Graduating as dux of Finance from university and a brief stint as an accountant at Grant Thornton gave Clay the grounding to deconstruct financial statements. Having started as an ... More
The investment narrative around travel is understandably negative right now, but therein lies the opportunity. Recessions, wars and technological change have not thwarted the industry’s impressive growth in the past 50 years…
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Video – Tapping into the Rising Asian Consumer Beyond China
By 06 Aug 2020When people think of the rising middle-class consumer in Asia, China springs to mind. However, the consumer theme extends beyond China and there are plenty of enticing and attractively valued investment opportunities on offer. Por…
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The Quiet Skiing Revolution
By 06 Aug 2020Skiing is an ancient activity, thought to have originated in Russia and China around 8,000 years ago, when humans began using shaped pieces of wood to move over frozen wetlands. The modern leisure ski industry, however, only emerg…