Fear of Running Out
Uranium buyers are worried about supply. That could be good news for investors.
Toyota: How the hybrid engine regeared the investment case
Last year 9 million people bought a Toyota. Here’s why Platinum bought more of the company.
China: Why stay the course?
Chinese shares have slumped – but now look like good value. Here’s why…
Not macro, but still big
Investors spend lots of energy worrying about macroeconomic issues like interest rates, growth...
Why investing in the energy transition is not just about renewables
The energy transition designed to decarbonise the world is well underway but it’s becoming...
Japan’s reform. New dawn or same old story?
The recent strength of the Japanese sharemarket has got a new generation of investors asking
How Japan Regained Its Mojo
The Japanese stock market is booming in 2023, up 21% for the year to date, outperform...
The Times are Changing
The economic environment has changed significantly over the past 18 months. We have gone from...
Vietnam: A Beneficiary of Foreign Investment, Urbanisation and a Growing Middle Class
Members of Platinum’s Asia team recently travelled to Vietnam, visiting companies that we already...
Quarterly Report for the Platinum Trust Funds
The March quarterly report for the Platinum Trust Funds is now available and can be accessed here...
Why Today's Headwinds Have Accelerated a Multi-Generational Shift
The energy transition is rapidly accelerating. Portfolio managers Jodie Bannan and Liam Farlow...
Find more articles by tag
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