Heineken: refreshing the parts
Why Heineken? Costs, emerging markets and the excise quirks of zero-alcohol
ICE, innovation and a cool $12 trillion
Why invest in a serial innovator reshaping the US mortgage market?
Video – Batteries Enabling the Energy Transition
The world is embarking on a massive change in the way we produce and consume energy, requiring...
Video - Power Semiconductors Powering Our Lives
A key part of Platinum’s investment process is to look for areas of change that are...
Video - Riding the Energy Capex Wave
Following an eight-year recession in capital spending and extensive cost-cutting, the oil and gas...
Fast and Not so Fast Food
US “fast-casual” restaurants Wingstop and Shake Shack have delivered very different operating...
Audio – 30 June 2022 Quarterly Report
An audio recording capturing the highlights of Platinum@s June 2022 Quarterly Report is now availabl...
A Postcard from NYC: Pets, Pools and Price Increases
The shift in work and home dynamics since the onset of the pandemic has been a boon for consumer...
The Paradox of Cycles
Central to the perpetuation of stock market cycles are emotions: excitement, hope, avarice...
Quarterly Report for the Platinum Trust Funds
The June quarterly report for the Platinum Trust Funds can be accessed here...
Macro Overview: A 'Garden Variety' Correction or Much More?
It’s been another challenging quarter for markets. Co-CIO and portfolio manager Clay Smolinski sat..
Video – Defensive Stocks Not So Defensive After All?
US consumer stocks have taken a hit this year. Rate rises, geopolitical issues, withdrawal of...
Video – Turmoil Provides Catalyst for Significant Investment in Europe
It is no surprise that investor sentiment has turned negative on Europe. In the short term, there...
Video – Biotech, Down but Absolutely Not Out
It has been a difficult 12 months or so for biotech, but portfolio manager Dr Bianca Ogden...
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