Video – The Zeitgeist is Changing in Japan
A recent trip to Japan by members of our investment team confirmed that corporate governance is...
Video - Investing in a Bear Market
In a fireside chat with Investment Specialist Henry Polkinghorne, CEO and Co-CIO Andrew Clifford...
Video - Biotechs Preparing for the Next Chapter of Growth
Rising interest rates have raised concerns about the ability of biotechs to access capital...
Video - Staying the Course in China
There have been a lot of negative headlines about China recently, covering geopolitical concerns...
Video – Batteries Enabling the Energy Transition
The world is embarking on a massive change in the way we produce and consume energy, requiring...
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...
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