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ANDREW CLIFFORD News & Analysis

A leading fund manager finds gems amid China rubble
Markets
A leading fund manager finds gems amid China rubble
Platinum Asset Management’s CEO tells Morningstar’s Wealth of Experience podcast that as China’s economy tanks and investors flee,...
James Gruber | 23 August 2023
"Real chance we've broken the system as it was": Platinum backs regime change
Video
"Real chance we've broken the system as it was": Platinum backs regime change
Highly likely investors are on the cusp of an era of permanently higher rates that should favour "real-world companies", says Andrew Clifford,...
Lewis Jackson | 14 June 2022
Platinum chief calls time on growth stocks
Stocks
Platinum chief calls time on growth stocks
Andrew Clifford offers mea culpa for missing the growth stock boom but warns a new playbook is now required.
Nicola Chand | 08 June 2022
Magellan waxes as Platinum wanes
Funds
Magellan waxes as Platinum wanes
Hamish Douglass has got the edge over his fund rival by unearthing steadier returns in different sectors.
Emma Rapaport | 07 May 2020
Platinum's guide to playing politics
Video
Platinum's guide to playing politics
Platinum Asset Management's Andrew Clifford on how to find overlooked opportunities and why demand for cars and computers will persist despite trade...
Glenn Freeman | 29 October 2019
Investing should make you uncomfortable, says Platinum
Video
Investing should make you uncomfortable, says Platinum
Limiting yourself to locally-listed companies rules out a wide range of industries and the potential upside they bring to a diverse portfolio, says...
Tim Wong, CFA | 15 July 2019
Global equity rout weighs on Platinum Asset Management
Stocks
Global equity rout weighs on Platinum Asset Management
Platinum Asset Management has booked a 27 per cent fall in first-half profit, dragged down by the global equity rout of late-2018 and a plunge in...
Emma Rapaport | 22 February 2019
Buying opportunities are out there
Video
Buying opportunities are out there
Andrew Clifford, CEO of Platinum Asset Management, outlines where in the world and in which sectors and companies he sees investment value –...
Glenn Freeman | 01 November 2018
Pockets of opportunity amid the global market rout
Stocks
Pockets of opportunity amid the global market rout
Investors are mistaken in making blanket judgements about global stock valuations, even as rising US interest rates and China-US trade tensions spook...
Emma Rapaport | 26 October 2018
How to diversify your portfolio: 5 global equity best ideas
Stocks
How to diversify your portfolio: 5 global equity best ideas
Australian investors are particularly prone to home-market bias, which could see them miss out on opportunities presented by spreading their risk...
Lex Hall | 26 July 2018