Tapping into Exaggerated Demise and Underappreciated Growth
As a thematic investor, Platinum looks for opportunities where others are not - in the assets...
Nintendo: Switching it up with Innovation
Nintendo is a well-known producer of gaming consoles and related software. Founded in 1889 and...
Macro Overview - September 2020
Over the last three months, stock markets have continued to rally strongly as economic activity...
Lifestyle Shift & Urban Flight Spurs Change in Home Spend
Since the onset of the coronavirus, more people are working from home, and while there will likely..
A Diversified Vaccination Strategy Needs to be our Plan A
The fact that the SARS-CoV-2 coronavirus causes asymptomatic infection means it is very unlikely...
The Quiet Skiing Revolution
Skiing is an ancient activity, thought to have originated in Russia and China around 8,000 years...
Macro Overview - June 2020
Stimulus Fuels Breakdown Between Markets and Economic Reality...
Will the Pandemic Change our Spending Habits Long Term?
In response to the global pandemic, we have altered our behaviour in innumerable ways. Enforced...
Quarterly Report for the Platinum Trust Funds
The report contains the latest commentary on performance, the portfolio and insights from the...
Surviving the Fitness Revival
With social distancing measures around the world relaxing, many of us might be considering a...
Market Update - 4 June 2020
We are certainly living through an extraordinary period. As restrictions are being eased in much...
Between a Rock and a Hard Place
In recent years, investors have crowded into predictable equities that look like bonds, be they...
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