According to Adrian Cotiga, that US pressure is creating a pivot point for Europe and Germany's huge stimulus package shows just how far and fast Europe can turn when it needs to.
In this video, Adrian takes a quick but comprehensive look at the reform Europe needs and the companies that could benefit from that shift.
- Like to know more about the Platinum European Fund?
- Want to invest with Platinum?
Disclaimer
The above information is commentary only (i.e. our general thoughts). It is not intended to be, nor should it be construed as, investment advice. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. Before making any investment decision you need to consider (with your financial adviser) your particular investment needs, objectives and circumstances.
From the journal
Video
2 min watch | 13 May 2025
Notes on the end of a theme...
What happens when an investment theme comes to an end?
Video
3 min watch | 6 May 2025
Europe: why President Trump's tough love is a catalyst for change
Europe is adapting to new geopolitical realities. Which companies could benefit from that change?
Article
4 min read | 29 Apr 2025
Are we still ‘misunderestimating’ Asia?
Investors have been underestimating Asia for decades. Now more than ever, that could be a mistake.
Video
2 min watch | 22 Apr 2025
The business of looking good
Looking for a business that could defy tariff stress? How about the business of looking good?
Subscribe to Platinum
Receive our expert investment insights and market updates.
Journal Articles
Read market leading insights.
Market Updates
Get market updates from our analysts
Quarterly Reports
Receive quarterly investment reports