Scottie Scheffler and the ‘happy amateur’ investor
What can investors learn from the distinction between amateur and professional sport?
From cheap trinkets to the DeepSeek moment
DeepSeek is another symbol of Asia’s capacity for change. But what does it mean for investors?
It’s a living thing – investing in biologics
Adrian Cotiga explains the rationale behind Platinum's investment in biologics company Lonza.
Notes on the end of a theme...
What happens when an investment theme comes to an end?
Europe: why President Trump's tough love is a catalyst for change
Europe is adapting to new geopolitical realities. Which companies could benefit from that change?
Are we still ‘misunderestimating’ Asia?
Investors have been underestimating Asia for decades. Now more than ever, that could be a mistake.
The business of looking good
Looking for a business that could defy tariff stress? How about the business of looking good?
Meet the Manager: Ted Alexander, Portfolio Manager Global Strategies
New Global Strategies PM, Ted Alexander, talks markets, experience, philosophy and alpha.
Market Update: the great rotation begins?
What's behind the recent pullback in US markets? And how does it affect Platinum investors?
Europe 2025: don’t waste a crisis
The US/Europe alliance is being reshaped. Could that be good news for Europe - and investors?
Some Emerging Markets are more equal than others
Is there a more efficient way to capture the benefits of Emerging Markets?
Hiking Margins
How one global sports business engineered a comeback that's rewarding investors.
SaaS stocks: who dares to win?
Software as a Service has transformed the software sector. But what makes a SaaS company a winner?
Asia 2025: growing countries, new industries, attractive prices
Do Australian investors have enough money in Asian markets?
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