Investing in a Bear Market
CEO and Co-CIO Andrew Clifford provides a timely reminder of Platinum’s investment approach as well as his thoughts on markets, performance and portfolio positioning.
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Platinum June 2022 Market Update
Platinum’s Andrew Clifford looks at the current market backdrop and discusses Platinum’s investment approach, drivers of recent returns and where the team is investing.
Read MoreMarket Powers on Despite Uncertain Times
Uncertainty in markets both local and global means investing successfully is trickier than ever at the moment. Platinum’s Andrew Clifford breaks down where he sees things headed from here.
Read MoreChina: Time to Run or Time to be Bold?
Recent activity from Chinese regulators and the response from markets is testing the resolve of investors. Platinum’s Andrew Clifford sees this as an opportunity. Here’s why.
Read MoreRising Inflation Signals the Need for Wariness in Highly Favoured Names
Platinum’s Andrew Clifford gives us his thoughts on rising inflation, whether or not it is here to stay and what it means for markets, and where US / China relations fit in the overall context.
Read MoreChallenging Times for the Market’s Speculative Elements
A year on from the COVID-19 outbreak and subsequent collapse in global economic activity and stock markets, Platinum’s Andrew Clifford takes stock.
Read MoreSpeculative Market In Growth Stocks Gives Cause For Concern
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 ‘growth’ stocks and ‘the rest’. With 30+ years’ investment experience, CEO and CIO, Andrew Clifford explains why he believes there is a need for caution.
Read MorePlatinum Macro Overview June 2018
Platinum’s Andrew Clifford discusses what the fears around escalating US-China trade tension, rising US interest rates, and the impact of China’s financial system reforms mean for our medium to long-term investment outlook.
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