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?
Macro Overview - December 2018
As we entered 2018, the prospects for the global economy were as bright as they had been since the..
Eastern Europe – New Markets in the Old Continent
Europe comprises around 50 countries, 750 million people and an economy similar in size to those...
Audio - 31 December 2018 Quarterly Report
Here is an audio recording of the highlights of Platinum’s December 2018 Quarterly Report...
Market Update - December 2018
After 30 years investing professionally one thing I know and of which I’m constantly reminded, is...
Market Update - 5 November 2018
Following the recent market volatility globally. Andrew Clifford has provided a brief overview...
Video - Andrew Clifford interview with Livewire
Andrew Clifford takes you inside the investment process at Platinum and applies it to the...
Audio - 30 September 2018 Quarterly Report
Here is an audio recording of the highlights of Platinum’s September 2018 Quarterly Report....
A Template for Understanding Big Debt Crises
Platinum's Investment Specialist Julian McCormack provides the principles for navigating big debt...
Macro Overview - September 2018
Markets are currently positioned in a very defensive manner, concerned by a potential slowdown in...
Video - Interview with Kerr Neilson
Platinum's Investment Specialist Julian McCormack interviews founder Kerr Neilson and asks what...
Why Fintechs Struggle to Change Banking
The promise of the new is always exciting, whether it is Tesla taking on the motor industry or...
Governing Nations in the Age of Digitisation
Technology is changing how we interact with each other. It is also changing how governments...
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