The Paradox of Cycles
Central to the perpetuation of stock market cycles are emotions: excitement, hope, avarice...
Quarterly Report for the Platinum Trust Funds
The June quarterly report for the Platinum Trust Funds can be accessed here...
Japan Dominating Highly Profitable Niches
Japan is home to many well-run, globally dominant businesses, but this fact is often obscured behind...
Investing for a Better Tomorrow
The world economy emits around 50 billion tonnes of CO2-equivalent greenhouse gases (GHGs) every...
Quarterly Report for the Platinum Trust Funds
The March quarterly report for the Platinum Trust Funds can be accessed here. The report contains...
Market Update – 8 March 2022
Global equity markets have weakened sharply as they digested the Russia-Ukraine conflict. While...
Update on the Russia/Ukraine Situation
In response to the invasion of Ukraine by Russian forces, Western countries, including the US...
The Beautiful Game
There is an apparent paradox of investing in shares; price is everything yet it is also nothing...
Quarterly Report for the Platinum Trust Funds
The December quarterly report for the Platinum Trust Funds can be accessed here. The report...
Why ‘Negative Screens’ are Bad ESG
In what has been cast as a win for the ESG movement, in August 2021, BHP announced it was selling...
The Journey to Net Zero
If we want to live up to the admirable ambition from both corporations and governments of...
Quarterly Report for the Platinum Trust Funds
The September quarterly report for the Platinum Trust Funds can be accessed here. The report contain...
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