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The Journal

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Showing 205-216 of 407 results
Podcast
listen | 15 Jun 2020

Audio – Investing in the Global Health Care Ecosystem

In this Shares for Beginners podcast, Dr Bianca Ogden, virologist and portfolio manager for the...

Article
read | 4 Jun 2020

Market Update - 4 June 2020

We are certainly living through an extraordinary period. As restrictions are being eased in much...

Article
read | 3 Jun 2020

Between a Rock and a Hard Place

In recent years, investors have crowded into predictable equities that look like bonds, be they...

Article
read | 29 May 2020

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...

Article
read | 22 May 2020

Automakers: Anatomy of a Crisis

Automakers are likely to be among the businesses most acutely impacted by COVID-19. Over the next...

Article
read | 19 May 2020

Market Update - 19 May 2020

Moderna is a US biotech company that some Platinum funds[1] have owned since its IPO in late 2018...

Article
read | 15 May 2020

Biotechs: Proving Prevention Really is Better than the Cure

The global healthcare sector has undergone significant change over the past 20 years with more...

Article
read | 8 May 2020

Your Pantry: COVID-19 and Beyond

Most fast-moving consumer goods (FMCG) companies are reporting unprecedented growth in sales and...

Article
read | 7 May 2020

The Bear Market Playbook

Investment Specialist, Douglas Isles explores the underlying sector dynamics of the last two bear...

Podcast
listen | 5 May 2020

Audio – 31 March 2020 Quarterly Report

An audio recording capturing the highlights of Platinum’s March 2020 Quarterly Report is now...

Article
read | 30 Apr 2020

Market Update - 30 April 2020

Today, our flagship Platinum International Fund reached its 25-year milestone. Over that time...

Video
watch | 22 Apr 2020

In Technology we Trust. Or do we?

The technology sector is facing heavy scrutinisation and the threat of increased regulation...