The Journal

Property developer China Evergrande Group is receiving considerable media attention due to its current financial woes. We think the Evergrande issue is unlikely to be systemic, due to its nature and the lack of desire for a disord…

Investment performance is a critical driver of the performance of our business. Over the last 12 months, our funds produced strong absolute returns. This has been achieved in an investment environment that remains highly unce…

In this short video, Julian McCormack, Cameron Robertson and Charles Brooks discuss China’s recent policy initiatives and why Platinum continues to see opportunities. Resultant impacts and a dynamic system can favour those w…

Recent activity from Chinese regulators and the response from markets is testing the resolve of investors. With over 30 years’ experience in covering and investing in the country, our assessment is that this presents another…

The focus and behaviour of commentators and investors often reflect their assumed knowledge and individual experience. These factors, if not guarded against, create natural biases that are not easy to overcome. Perhaps, this is no…

The milk, yoghurt, cheese and dairy industry might be viewed as well-established, perhaps even dull, but it actually has rather a lot going on. On a per capita basis, Australians consume about 97 litres (L) of milk per year, along…