Update from Platinum Asset Management
In response to COVID-19, whilst most of Platinum’s staff are working from home, all of Platinum’s...
Update re coronavirus
With the coronavirus concerns increasing, this update provides further context for Platinum’s...
Update re coronavirus
With the coronavirus 2019-nCoV dominating news headlines and various travel and health warnings...
Macro Overview - December 2019
Interest rates – a tailwind or headwind for equities in 2020? In our September quarterly update...
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...
Macro Overview - September 2019
Markets already priced for recession on trade and political uncertainty...
Macro Overview - June 2019
Trade war dominates, distracts and detracts...
Market Update - 19 June 2019
We are ten years on from the GFC, but the recovery has not been balanced. Financials and Resources..
Platinum Roadshow 2019
Platinum recently completed its 2019 capital city investor and adviser roadshow. Here is a video...
Update - Trade War Escalation
Rationality has not prevailed...
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