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?
ICE, innovation and a cool $12 trillion
Why invest in a serial innovator reshaping the US mortgage market?
Heineken: refreshing the parts
Why Heineken? Costs, emerging markets and the excise quirks of zero-alcohol
Small grounds, world-class players
Some small economies host brilliant businesses. Here's some of the best
TSMC – indispensable to the AI revolution?
TSMC is pivotal to the AI revolution. Here’s how we invest in it.
The lure of large numbers
The Platinum team look at some high-quality companies growing their businesses in huge markets
Fear of Running Out
Uranium buyers are worried about supply. That could be good news for investors.
2024 Q1 Adviser Update Webinar
In this recently recorded webinar, Co-Chief Investment Officer, Andrew Clifford, provided key insigh...
Toyota: How the hybrid engine regeared the investment case
Last year 9 million people bought a Toyota. Here’s why Platinum bought more of the company.
China: Why stay the course?
Chinese shares have slumped – but now look like good value. Here’s why…
Not macro, but still big
Investors spend lots of energy worrying about macroeconomic issues like interest rates, growth...
Japan’s reform. New dawn or same old story?
The recent strength of the Japanese sharemarket has got a new generation of investors asking
Funds in Focus: Platinum European Fund
In our final 2023 Funds in Focus adviser webinar, Nik Dvornak, Co-Portfolio Manager for...
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