European Budget Positions
Clay Smolinski, portfolio manager of the Platinum European Fund, dissects the current fiscal...
Illusions of Comfort
Australia has been sitting on its laurels for a good while now. But have we been immersed in the...
Pharma Market
“Was lange währt, wird endlich gut” meaning “good things come to those who wait”. This describes...
Carnival Cruise Lines
Clay Smolinski, portfolio manager of the Platinum European Fund, sets out the investment case for...
Anecdotes from a Recent Trip to China
Andrew Clifford shares his observations from a recent field trip to China where construction...
Evolution by Design
Here we share with you three thought-provoking articles. In “Print Me a Stradivarius” and...
Castles in the Air
We bring you two articles in this year’s annual report. They explore some of the fragilities...
Tyranny of Tradition
In this year’s annual report, we share with you two articles exploring the massive changes taking...
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