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?
Video – Perception vs. Reality Creates Opportunities in Europe
Despite the negative headlines, there’s a lot of reasons to be positive about Europe. Employment...
Video - Earnings Growth is the Key to Real Returns
Andrew Clifford, Platinum’s CIO explains why individual company earnings and the cashflows they...
Video - Innovation and Generational Change Shaping Japan
Contrary to popular belief, change is afoot in Japan. Scott Gilchrist, portfolio manager for the...
Video - The Rise of the Consumer and Private Enterprise in China
China’s rapid adoption of technology and urban population density are key drivers of its...
Video - The Growing Valuation Divergence Between Growth and Value Stocks
Clay Smolinski, co-portfolio manager for the Platinum International Fund and portfolio manager...
Podcast - Value vs Growth
Platinum's Investment Specialist Julian McCormack speaks with nabtrade's Gemma Dale on the huge...
Audio - 30 June 2019 Quarterly Report
Here is an audio recording of the highlights of Platinum’s June 2019 Quarterly Report. The podcast..
Macro Overview - June 2019
Trade war dominates, distracts and detracts...
Market Update - 19 June 2019
We are ten years on from the GFC, but the recovery has not been balanced. Financials and Resources..
Platinum Roadshow 2019
Platinum recently completed its 2019 capital city investor and adviser roadshow. Here is a video...
Update - Trade War Escalation
Rationality has not prevailed...
The Appeal of the Anti-Predictable
During 2018, investor concerns coalesced around two key issues: slowing economic growth in China...
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