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?
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...
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...
The Quiet Skiing Revolution
Skiing is an ancient activity, thought to have originated in Russia and China around 8,000 years...
Video – Tapping into the Rising Asian Consumer Beyond China
When people think of the rising middle-class consumer in Asia, China springs to mind. However...
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