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?
Quarterly Report for the Platinum Trust Funds
The March quarterly report for the Platinum Trust Funds is now available and can be accessed here...
Macro Overview: The ‘Out of Favour’ and Areas of Significant Change Offer Opportunity
CEO and Co-CIO Andrew Clifford sat down with Head of Investment Specialists Dean McLelland in late..
Video – 2023 Investor Presentation
Platinum recently held its 2023 investor presentation: “Thinking differently - what the market has..
Why Today's Headwinds Have Accelerated a Multi-Generational Shift
The energy transition is rapidly accelerating. Portfolio managers Jodie Bannan and Liam Farlow...
Video – A Reality Check for Tech?
After two years of excess and bubble-like valuations, the tech sector suffered a significant...
Video – Impressive Opportunities Abound Across Asia
The Chinese equity market has bounced strongly in recent months, and while we continue to find...
Video – Platinum Global Transition Fund (Quoted Managed Hedge Fund) Launched Today
Platinum is excited to announce the launch of the Platinum Global Transition Fund (Quoted Managed...
Off-Price but On-Trend: Discount Retailers Taking Market Share
The reversal of pandemic spending trends was a common challenge for retailers planning inventory...
Sportswear: Fashionable On and Off the Field
In a world of big numbers, powerful brands in global sportswear look advantaged as they pursue...
Audio – 31 December 2022 Quarterly Report
An audio recording capturing the highlights of Platinum’s December 2022 Quarterly Report is now...
The Chinese Property Market: The Most Important Industry Globally Which Few Understand
A property implosion was 2022’s China crisis narrative. We have owned Chinese property companies...
Macro Overview: 2023 – A Great Environment for 'True' Investors
2022 was a dramatic year for markets. CEO and Co-CIO Andrew Clifford sat down with Investment...
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