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...
Video - Investing for the Long Haul
Long-term structural growth, favourable industry dynamics and a lucrative income stream on after...
Video – Fast-Growing & Innovative Companies Aplenty in Japan
There is an interesting connection between Fugaku, the world’s fastest supercomputer (which helped..
Video – Japan: Leadership Change Provides Scope for More Economic Reform
Portfolio manager, Scott Gilchrist provides his take on the appointment of Yoshihide Suga as...
Video - Andrew Clifford, CIO Talks About the World Investors are Faced with Today
In the second of a two-part Q&A series, Andrew Clifford, CIO answers questions on the key geo...
Video - Andrew Clifford, CIO Talks Performance and Platinum’s Approach to Investing
In the first of a two-part Q&A series, Andrew Clifford, CIO answers the most commonly-asked...
Video - Speculative Market in Growth Stocks Gives Cause for Concern
Markets have rebounded strongly from their March lows, despite entering one of the deepest...
Video – Healthcare: Being Misunderstood can be a Beautiful Thing
Portfolio manager, Dr Bianca Ogden, drills down on two healthcare stocks, an old favourite...
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