Not macro, but still big
Investors spend lots of energy worrying about macroeconomic issues like interest rates, growth...
Video - Finding Opportunities Where Others Fear to Tread
Buying a company that sells credit data to banks may seem counterintuitive when fears of a...
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.
China: Why stay the course?
Chinese shares have slumped – but now look like good value. Here’s why…
Why investing in the energy transition is not just about renewables
The energy transition designed to decarbonise the world is well underway but it’s becoming...
Japan’s reform. New dawn or same old story?
The recent strength of the Japanese sharemarket has got a new generation of investors asking
Funds in Focus: Platinum European Fund
In our final 2023 Funds in Focus adviser webinar, Nik Dvornak, Co-Portfolio Manager for...
Audio - 30 September 2023 Quarterly Report
An audio recording capturing the highlights of Platinum’s September 2023 Quarterly Report
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...
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