Video - Power Semiconductors Powering Our Lives
A key part of Platinum’s investment process is to look for areas of change that are...
Video - Riding the Energy Capex Wave
Following an eight-year recession in capital spending and extensive cost-cutting, the oil and gas...
Video – Defensive Stocks Not So Defensive After All?
US consumer stocks have taken a hit this year. Rate rises, geopolitical issues, withdrawal of...
Video – Turmoil Provides Catalyst for Significant Investment in Europe
It is no surprise that investor sentiment has turned negative on Europe. In the short term, there...
Video – Biotech, Down but Absolutely Not Out
It has been a difficult 12 months or so for biotech, but portfolio manager Dr Bianca Ogden...
Video - Entrepreneurial Spirit Thriving in Asia
Asia is fast becoming a hub of young and impressive businesses run by management teams full of...
Video - Readying for a Market Leadership Change
Every bubble has two main ingredients: a great idea and easy money. This time, technological...
Video - Update on the Platinum Health Care Fund
The Platinum International Health Care Fund has provided excellent long-term returns, but recent...
Video – Reform Creates Compelling Opportunities in Japan
Increasing compliance with Japan’s Corporate Governance Code, thanks in large part to shareholder...
Video - Pandemic-Hit Travel Sector Gives Rise to Opportunity
Investing in the travel sector at the beginning of the pandemic may have seemed a crazy idea for...
Video - Investing for Net Zero
Wind and solar are not the only way to reach net zero emissions. As investors, we can find many...
Video - Resurging Inflation and the Changing Story of Money
Extraordinary levels of fiscal spending over the last 18 months coupled with central bank lending...
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