Video - Don’t Stay too Long at the Party
After a 12-year bull market, valuations are high and there are many signs of speculative activity...
Video: One-on-One with Dr Bianca Ogden
In a follow-up to her recent white paper on the future of the biotech sector, our resident...
In Focus: China
In this short video, Julian McCormack, Cameron Robertson and Charles Brooks discuss China’s recent..
Video – Platinum’s Four Guiding Investment Principles
Since our founding in 1994, Platinum has consistently applied four key investment principles...
Video - A Long Highway of Growth for Autos?
The dramatic change in consumer spending away from ‘experiences’ to ‘products’ coupled with supply..
Video – The Role of Mining in a Decarbonising World
ESG and mining is set to be one of the big stories over the next decade. Investment specialist...
Video – LG Chem: Powering the EV Shift
While LG Chem may look like an overnight success story based on its 2020 share price performance...
Video – Dynamic Asia: From Manufacturing to Cutting-Edge Technology
Asia has changed enormously over the last two decades, from being predominantly a manufacturing...
Video – Managing Risk When Speculative Manias Take Hold
A speculative mania has touched many parts of the market, with SPACs and GameStop the most recent...
Video – European Banks: A Compelling Case to Invest
A number of Platinum funds increased their exposure to European banks in 2020. Portfolio manager...
Video - Sector Convergence Empowering Consumers & Healthcare
From electronic devices to digital surgery, e-scripts and buying used cars online delivered right...
Video - Tapping into Pockets of Neglect in Europe
Does the surge in coronavirus infections in Europe warrant a more defensive strategy? Not...
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