Heineken: refreshing the parts
Why Heineken? Costs, emerging markets and the excise quirks of zero-alcohol
TSMC – indispensable to the AI revolution?
TSMC is pivotal to the AI revolution. Here’s how we invest in it.
Funds in Focus: Platinum International Technology Fund
In our most recent Funds in Focus adviser webinar, the portfolio manager for the Platinum...
Macro Overview: A Cautious Approach is Warranted, But Opportunities Still Prevail
In late September, Platinum CEO and Co-CIO Andrew Clifford sat down with investment analyst...
Funds in Focus: Platinum International Fund
In our latest Funds in Focus adviser webinar series, the portfolio managers for the Platinum...
Funds in Focus: Platinum Asia Fund
In our fifth Funds in Focus adviser webinar series for 2023, two of the portfolio managers for...
Video – Platinum’s Back on the Road
Our investment team is back on the road, meeting with companies and visiting factories, tech hubs...
Video - Energy Utilities Leading Disruption in Carbon Transition
The energy utilities sector is facing enormous challenges over the coming decades as we undertake...
Video - Psychology Provides the Edge When Navigating Uncharted Waters
Buying travel stocks during the worldwide lockdown was undoubtedly uncomfortable, but often the...
Video - Finding Opportunities Where Others Fear to Tread
Buying a company that sells credit data to banks may seem counterintuitive when fears of a...
Funds in Focus: Platinum Japan Fund
In the latest instalment of our Funds in Focus adviser webinar series, James Halse and Leon Rapp...
How Japan Regained Its Mojo
The Japanese stock market is booming in 2023, up 21% for the year to date, outperform...
Audio – 30 June 2023 Quarterly Report
An audio recording capturing the highlights of Platinum@s June 2023 Quarterly Report is now availabl...
Macro Overview: Lots of Excitement in Markets, But Price Always Matters
2023 is certainly not playing out as expected in the markets. CEO and Co-CIO Andrew Clifford sat...
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