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?
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...
The Times are Changing
The economic environment has changed significantly over the past 18 months. We have gone from...
Funds in Focus: Platinum International Health Care Fund
In the third of our 2023 Funds in Focus adviser webinar series, portfolio manager Dr Bianca Ogden...
Funds in Focus: Platinum Global Transition Fund (Quoted Managed Hedge Fund)
In the second of our 2023 Funds in Focus adviser webinar series, portfolio managers Jodie Bannan...
Funds in Focus: Platinum International Brands Fund
In the first of our 2023 Funds in Focus adviser webinar series, portfolio manager James Halse...
Video – Three Lessons from the US Banking Crisis
Adrian Cotiga chats with Henry Polkinghorne about the key drivers behind the US banking crisis...
Video – Finding Value in the Much-Hyped AI Space
Artificial intelligence has certainly captured everyone’s attention of late. While there has been...
Video – Exciting Times for Japanese Equities
The Japanese equity market has rallied strongly in recent weeks, edging ever closer to its 1989...
Video - Markets in Denial About US Recession
The sharpest increase in US interest rates in 40 years, a shrinking money supply and bank failures..
Audio – 31 March 2023 Quarterly Report
An audio recording capturing the highlights of Platinum’s March 2023 Quarterly Report is now...
Vietnam: A Beneficiary of Foreign Investment, Urbanisation and a Growing Middle Class
Members of Platinum’s Asia team recently travelled to Vietnam, visiting companies that we already...
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