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?
The Rise of Asia
Over these past 20 years, some Asian economies such as China and India have been growing...
Macro Overview - September 2017
China’s "supply side" reform measures are beginning to bear fruit and have far-reaching impact...
Profiting from Creative Destruction in Brands and Retailing
James Halse, Portfolio Manager, discusses the key investment themes in the Platinum International...
Misconceptions about the Japanese Economy (Video)
Kerr Neilson, Platinum's CEO, sat down with Scott Gilchrist, Portfolio Manager of the Platinum...
Market Update - August 2017
Platinum’s CIO, Andrew Clifford, provides an update on global markets and how Platinum is...
Macro Overview - June 2017
Australia’s economy and financial markets may be facing some headwinds as a global rebalancing is...
Europe's Road from Austerity to Prosperity
In our March 2017 quarterly macro overview, Andrew Clifford, CIO, recounted the causes and...
Determinants of Group Performance (Video)
What are the most important factors that determine effective team performance? Ben Darwin, an ex...
Cashing In, While Cash Is On Its Way Out
More than 800 million Chinese consumers are carrying e-wallets on their phones, and mobile...
Observations from a Recent Trip to China
In late March 2017, I visited China, meeting people from a wide range of different businesses and...
Opportunities Outside of the US (Video)
Global portfolio manager, Clay Smolinski, discusses the exuberance surrounding the US market and...
Rediscover Japan
Given the resoundingly negative and sometimes apocalyptic view of Japan held by a wide range of...
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