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?
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...
Audio - 31 March 2019 Quarterly Report
Here is an audio recording of the highlights of Platinum’s March 2019 Quarterly Report...
China is not in Crisis, it is reforming
China is frequently presented as a source of crisis or instability for the global economy. We see...
Macro Overview - March 2019
A tale of two yield curves – what interest rates tell us about the world’s two largest economies...
Livewire interview with Andrew Clifford and Hamish Douglass
James Marlay at Livewire Markets interviews our own CEO & CIO Andrew Clifford and Hamish Douglass...
Market Update - February 2019
This article captures the essence of recent conversations Andrew Clifford, Platinum’s CIO has been..
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