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ANDREW CLIFFORD News & Analysis
Markets
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
Video
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
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
Funds
Hamish Douglass has got the edge over his fund rival by unearthing steadier returns in different sectors.
Emma Rapaport | 07 May 2020
Video
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
Video
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
Stocks
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
Video
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
Stocks
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
Stocks
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