Scottie Scheffler and the ‘happy amateur’ investor
What can investors learn from the distinction between amateur and professional sport?
From cheap trinkets to the DeepSeek moment
DeepSeek is another symbol of Asia’s capacity for change. But what does it mean for investors?
Legacy Automakers Rising to the Emissions Challenge
In Australia, plug-in electric cars account for just 0.6% of new vehicle sales.[1] This likely...
mRNA Technology Delivers Vaccine Breakthrough
In times of crisis it is often the case that innovation strives. This time, the biotech and pharma..
Tapping into Exaggerated Demise and Underappreciated Growth
As a thematic investor, Platinum looks for opportunities where others are not - in the assets...
Nintendo: Switching it up with Innovation
Nintendo is a well-known producer of gaming consoles and related software. Founded in 1889 and...
Video - Investing for the Long Haul
Long-term structural growth, favourable industry dynamics and a lucrative income stream on after...
Audio - Quarterly Report for the Platinum Trust Funds
An audio recording capturing the highlights of Platinum’s September 2020 Quarterly Report
Macro Overview - September 2020
Over the last three months, stock markets have continued to rally strongly as economic activity...
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...
Lifestyle Shift & Urban Flight Spurs Change in Home Spend
Since the onset of the coronavirus, more people are working from home, and while there will likely..
A Diversified Vaccination Strategy Needs to be our Plan A
The fact that the SARS-CoV-2 coronavirus causes asymptomatic infection means it is very unlikely...
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...
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