Notes on the end of a theme...
What happens when an investment theme comes to an end?
Europe: why President Trump's tough love is a catalyst for change
Europe is adapting to new geopolitical realities. Which companies could benefit from that change?
The business of looking good
Looking for a business that could defy tariff stress? How about the business of looking good?
Hiking Margins
How one global sports business engineered a comeback that's rewarding investors.
Asia 2025: growing countries, new industries, attractive prices
Do Australian investors have enough money in Asian markets?
Brand power: why it makes sense to invest in brands
Great brands - like Apple - earn incredible customer loyalty. Does that make them good investments?
What the factory floor tells us about US markets
As we turn into 2025, all eyes are on Wall Street. But what’s happening on the US factory floor?
Catch up on the 2024 Platinum Investor Roadshow
Our Investor Roadshow dived into the big themes likely to shape investors' returns.
Ready to think differently about dividends?
Co-CIO Andrew Clifford on profits, dividends, buybacks and getting paid to wait.
Geopolitics and investing in 2024
What is today's most important geopolitical issue? And what does it mean for investors?
What's happening in Asia?
We discuss the secret to a China recovery and exciting opportunities in our giant neighbour.
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