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Videos

Showing 25-36 of 99 results
Video
watch | 19 Aug 2022

Video - Power Semiconductors Powering Our Lives

A key part of Platinum’s investment process is to look for areas of change that are...

Video
watch | 17 Aug 2022

Video - Riding the Energy Capex Wave

Following an eight-year recession in capital spending and extensive cost-cutting, the oil and gas...

Video
watch | 28 Jun 2022

Video – Defensive Stocks Not So Defensive After All?

US consumer stocks have taken a hit this year. Rate rises, geopolitical issues, withdrawal of...

Video
watch | 23 Jun 2022

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
watch | 22 Jun 2022

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
watch | 7 Apr 2022

Video - Entrepreneurial Spirit Thriving in Asia

Asia is fast becoming a hub of young and impressive businesses run by management teams full of...

Video
watch | 8 Mar 2022

Video - Readying for a Market Leadership Change

Every bubble has two main ingredients: a great idea and easy money. This time, technological...

Video
watch | 7 Feb 2022

Video - Update on the Platinum Health Care Fund

The Platinum International Health Care Fund has provided excellent long-term returns, but recent...

Video
watch | 19 Jan 2022

Video – Reform Creates Compelling Opportunities in Japan

Increasing compliance with Japan’s Corporate Governance Code, thanks in large part to shareholder...

Video
watch | 6 Jan 2022

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
watch | 20 Dec 2021

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
watch | 16 Dec 2021

Video - Resurging Inflation and the Changing Story of Money

Extraordinary levels of fiscal spending over the last 18 months coupled with central bank lending...