The dramatic change in consumer spending away from ‘experiences’ to ‘products’ coupled with supply disruptions has been a boon for the consumer sector over the past 18 months - with autos a standout. Far from being a short-term phenomenon though, we believe there is a long runway of growth ahead for the sector - especially given its return to pricing power and exciting product line-up.
From the journal
Video – The lure of large numbers
The Platinum team look at some high-quality companies growing their businesses in huge markets
Fear of Running Out
Uranium buyers are worried about supply. That could be good news for investors.
2024 Q1 Adviser Update Webinar
In this recently recorded webinar, Co-Chief Investment Officer, Andrew Clifford, provided key insigh...
Toyota: How the hybrid engine regeared the investment case
Last year 9 million people bought a Toyota. Here’s why Platinum bought more of the company.
Subscribe to Platinum
Receive our expert investment insights and market updates.
Journal Articles
Read market leading insights.
Market Updates
Get market updates from our analysts
Quarterly Reports
Receive quarterly investment reports