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?
In Conversation with Platinum’s Founder, Kerr Neilson
Kerr Neilson chats with Douglas Isles on a wide range of topics - the relevancy of behavioural...
Food Delivery: Delivering Growth, but can they Deliver Profits?
Over the past few years, you may have found yourself ordering takeaway food from an app on your...
Disruption and Survival in the Consumer Market
The rapid adoption of new technologies is transforming consumer behaviour. Jamie Halse, portfolio...
Market Update - 12 December 2019
There is a strong consensus today that is critical to the positioning of all financial markets...
Audio - 30 September 2019 Quarterly Report
Here is an audio recording of the highlights of Platinum’s September 2019 Quarterly Report...
Macro Overview - September 2019
Markets already priced for recession on trade and political uncertainty...
Video - Pencils, Balloons and BMWs – What’s it all About?
Julian McCormack, Investment Specialist at Platinum provides an entertaining analogy of the...
Video – Perception vs. Reality Creates Opportunities in Europe
Despite the negative headlines, there’s a lot of reasons to be positive about Europe. Employment...
Video - Earnings Growth is the Key to Real Returns
Andrew Clifford, Platinum’s CIO explains why individual company earnings and the cashflows they...
Video - Innovation and Generational Change Shaping Japan
Contrary to popular belief, change is afoot in Japan. Scott Gilchrist, portfolio manager for the...
Video - The Rise of the Consumer and Private Enterprise in China
China’s rapid adoption of technology and urban population density are key drivers of its...
Video - The Growing Valuation Divergence Between Growth and Value Stocks
Clay Smolinski, co-portfolio manager for the Platinum International Fund and portfolio manager...
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