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?
Audio – Investing in the Global Health Care Ecosystem
In this Shares for Beginners podcast, Dr Bianca Ogden, virologist and portfolio manager for the...
Market Update - 4 June 2020
We are certainly living through an extraordinary period. As restrictions are being eased in much...
Between a Rock and a Hard Place
In recent years, investors have crowded into predictable equities that look like bonds, be they...
Market Update - 29 May 2020
Our net exposure to markets in the portfolio is often seen as a guide to how we feel about the...
Automakers: Anatomy of a Crisis
Automakers are likely to be among the businesses most acutely impacted by COVID-19. Over the next...
Market Update - 19 May 2020
Moderna is a US biotech company that some Platinum funds[1] have owned since its IPO in late 2018...
Biotechs: Proving Prevention Really is Better than the Cure
The global healthcare sector has undergone significant change over the past 20 years with more...
Your Pantry: COVID-19 and Beyond
Most fast-moving consumer goods (FMCG) companies are reporting unprecedented growth in sales and...
The Bear Market Playbook
Investment Specialist, Douglas Isles explores the underlying sector dynamics of the last two bear...
Audio – 31 March 2020 Quarterly Report
An audio recording capturing the highlights of Platinum’s March 2020 Quarterly Report is now...
Market Update - 30 April 2020
Today, our flagship Platinum International Fund reached its 25-year milestone. Over that time...
In Technology we Trust. Or do we?
The technology sector is facing heavy scrutinisation and the threat of increased regulation...
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