Video - Markets in Denial About US Recession
The sharpest increase in US interest rates in 40 years, a shrinking money supply and bank failures..
Video – 2023 Investor Presentation
Platinum recently held its 2023 investor presentation: “Thinking differently - what the market has..
Video – A Reality Check for Tech?
After two years of excess and bubble-like valuations, the tech sector suffered a significant...
Video – Impressive Opportunities Abound Across Asia
The Chinese equity market has bounced strongly in recent months, and while we continue to find...
Video – The Zeitgeist is Changing in Japan
A recent trip to Japan by members of our investment team confirmed that corporate governance is...
Video - Investing in a Bear Market
In a fireside chat with Investment Specialist Henry Polkinghorne, CEO and Co-CIO Andrew Clifford...
Video - Biotechs Preparing for the Next Chapter of Growth
Rising interest rates have raised concerns about the ability of biotechs to access capital...
Video - Staying the Course in China
There have been a lot of negative headlines about China recently, covering geopolitical concerns...
Video – Batteries Enabling the Energy Transition
The world is embarking on a massive change in the way we produce and consume energy, requiring...
Video - Power Semiconductors Powering Our Lives
A key part of Platinum’s investment process is to look for areas of change that are...
Video - Riding the Energy Capex Wave
Following an eight-year recession in capital spending and extensive cost-cutting, the oil and gas...
Video – Defensive Stocks Not So Defensive After All?
US consumer stocks have taken a hit this year. Rate rises, geopolitical issues, withdrawal of...
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