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?
Market Update - 19 May 2020
Moderna is a US biotech company that some Platinum funds[1] have owned since its IPO in late 2018...
Biotechs: Proving Prevention Really is Better than the Cure
The global healthcare sector has undergone significant change over the past 20 years with more...
Your Pantry: COVID-19 and Beyond
Most fast-moving consumer goods (FMCG) companies are reporting unprecedented growth in sales and...
The Bear Market Playbook
Investment Specialist, Douglas Isles explores the underlying sector dynamics of the last two bear...
Audio – 31 March 2020 Quarterly Report
An audio recording capturing the highlights of Platinum’s March 2020 Quarterly Report is now...
Market Update - 30 April 2020
Today, our flagship Platinum International Fund reached its 25-year milestone. Over that time...
In Technology we Trust. Or do we?
The technology sector is facing heavy scrutinisation and the threat of increased regulation...
Venturing to the Dark Side in Food Delivery
The emergence of ‘dark kitchens’ is the latest ‘disruptor’ in the food delivery sector. Will it...
Market Update - 21 April 2020
The last four weeks has seen a rapid rebound from one of the sharpest falls in market history and...
COVID-19: Demystifying this Frightening Disease
The COVID-19 (coronavirus) pandemic has shaken the global population to its core. The personal...
Macro Overview - March 2020
Global health crisis takes unprecedented personal, economic and market toll The global economic...
Market Update - 9 April 2020
The benefit of lockdowns around the world is showing in the data and it is increasingly clear the...
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