Milk: A Nourishing Option for Investors
The milk, yoghurt, cheese and dairy industry might be viewed as well-established, perhaps even...
Mid-Quarter Market Update
The investment returns[1] for the last quarter of 2020 and first quarter of 2021 were among the...
Automakers: Driving Over a Cliff?
The automotive industry is at a tipping point. Hundreds of billions of dollars are now in the...
Macro Overview
Challenging Times for the Market’s Speculative Elements...
Quarterly Report for the Platinum Trust Funds
For the latest quarterly report for the Platinum Trust Funds, please click here. The report...
Are Cyclicals the New Defensives?
In the February 2021 Monthly Update for the Platinum global equity strategy, we noted that: “When...
Embracing Opportunities That Crowds Avoid
Platinum’s philosophy of “thinking differently” means we look for opportunities that are out of...
Semis: We’re Halfway There?
Bon Jovi’s 1986 rock anthem “Livin’ on a Prayer” sees the eponymously named lead vocalist roar out..
The New World of Risk - GameStop and Cryptos
The slant of the early reporting by the popular media on the crowd-driven squeeze on heavily...
Macro Overview - December 2020
Regulation, Rates and Inflation - Risks to Watch in 2021...
COVID Shakes up the UK Grocery Landscape
The UK grocery retail market is highly competitive and dominated by the ‘big four’ incumbent...
Market Update: 3 December 2020
As the end of a turbulent 2020 nears, this update is an explanation of how and why the flagship...
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