Views and Insights

Views and Insights

Video - Determinants of group performance

What are the most important factors that determine effective team performance? Ben Darwin, an ex-elite sportsman and coach, analyses Platinum's investment team structure and the core determinants of the performance of a group. 

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Video - Is passive the way to go?

While it may seem like the right time to go passive, Platinum's Julian McCormack observes that markets don't go up in straight lines forever. 

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Cashing In, While Cash Is On Its Way Out

More than 800 million Chinese consumers are carrying e-wallets on their phones, and mobile payments made via China’s third-party platforms such as Alipay and Tenpay – some US$5.5 trillion – were 50 times the value of e-payments transacted in the US last year.

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Observations from a Recent Trip to China

In late March I visited China, meeting people from a wide range of different businesses and backgrounds.  

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Video - Opportunities outside of the US

Platinum's Clay Smolinski discusses the exuberance surrounding the US market and hidden opportunities presenting themselves elsewhere around the globe. 

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Rediscover Japan

Given the resoundingly negative and sometimes apocalyptic view of Japan held by a wide range of foreigners, it is always with some trepidation that I board the flight to Haneda Airport in Tokyo, only to arrive and find a gap between perception and reality.

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Macro Overview

The global economic and political landscape continues to provide a multitude of challenges for investors.

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Video - December Quarterly Update

Some insights on investment markets around the globe.

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Toys, Mobile Phones & Soybeans

With Donald Trump officially inaugurated as the 45th President of the United States of America, trade relations with China may be about to get serious.

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Archive

Click to see the archive of previous articles.

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