Are we still ‘misunderestimating’ Asia?
Investors have been underestimating Asia for decades. Now more than ever, that could be a mistake.
The business of looking good
Looking for a business that could defy tariff stress? How about the business of looking good?
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...
Audio – 31 March 2021 Quarterly Report
An audio recording capturing the highlights of Platinum’s March 2021 Quarterly Report is now...
Macro Overview
Challenging Times for the Market’s Speculative Elements...
Quarterly Report for the Platinum Trust Funds
For the latest quarterly report for the Platinum Trust Funds, please click here. The report...
Video – 2021 Investor Presentation
Platinum recently completed its 2021 investor and adviser presentation...
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...
Are Cyclicals the New Defensives?
In the February 2021 Monthly Update for the Platinum global equity strategy, we noted that: “When...
Embracing Opportunities That Crowds Avoid
Platinum’s philosophy of “thinking differently” means we look for opportunities that are out of...
Semis: We’re Halfway There?
Bon Jovi’s 1986 rock anthem “Livin’ on a Prayer” sees the eponymously named lead vocalist roar out..
Video – European Banks: A Compelling Case to Invest
A number of Platinum funds increased their exposure to European banks in 2020. Portfolio manager...
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