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?
Audio – 30 June 2020 Quarterly Report
An audio recording capturing the highlights of Platinum’s June 2020 Quarterly Report is now...
Video - Market Dislocation Creates Opportunities
The investment narrative around travel is understandably negative right now, but therein lies the...
Macro Overview - June 2020
Stimulus Fuels Breakdown Between Markets and Economic Reality...
Will the Pandemic Change our Spending Habits Long Term?
In response to the global pandemic, we have altered our behaviour in innumerable ways. Enforced...
Quarterly Report for the Platinum Trust Funds
The report contains the latest commentary on performance, the portfolio and insights from the...
Biotechs: Changing the Future of Health Care
The biotech sector has all the hallmarks of technology but with the health angle to boot...
Surviving the Fitness Revival
With social distancing measures around the world relaxing, many of us might be considering a...
Audio – Investing in the Global Health Care Ecosystem
In this Shares for Beginners podcast, Dr Bianca Ogden, virologist and portfolio manager for the...
Market Update - 4 June 2020
We are certainly living through an extraordinary period. As restrictions are being eased in much...
Between a Rock and a Hard Place
In recent years, investors have crowded into predictable equities that look like bonds, be they...
Market Update - 29 May 2020
Our net exposure to markets in the portfolio is often seen as a guide to how we feel about the...
Automakers: Anatomy of a Crisis
Automakers are likely to be among the businesses most acutely impacted by COVID-19. Over the next...
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