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Geopolitics and investing in 2024
What is today's most important geopolitical issue? And what does it mean for investors?
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We discuss the secret to a China recovery and exciting opportunities in our giant neighbour.
Passports to profit? Trip.com and Asia’s travel boom
The world’s two most populous countries have caught the travel bug.
Heineken: refreshing the parts
Why Heineken? Costs, emerging markets and the excise quirks of zero-alcohol
TSMC – indispensable to the AI revolution?
TSMC is pivotal to the AI revolution. Here’s how we invest in it.
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The Platinum team look at some high-quality companies growing their businesses in huge markets
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Our investment team is back on the road, meeting with companies and visiting factories, tech hubs...
Video - Energy Utilities Leading Disruption in Carbon Transition
The energy utilities sector is facing enormous challenges over the coming decades as we undertake...
Video - Psychology Provides the Edge When Navigating Uncharted Waters
Buying travel stocks during the worldwide lockdown was undoubtedly uncomfortable, but often the...
Video - Finding Opportunities Where Others Fear to Tread
Buying a company that sells credit data to banks may seem counterintuitive when fears of a...
Video – Three Lessons from the US Banking Crisis
Adrian Cotiga chats with Henry Polkinghorne about the key drivers behind the US banking crisis...
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