Video – The lure of large numbers
The Platinum team look at some high-quality companies growing their businesses in huge markets
Video - Finding Opportunities Where Others Fear to Tread
Buying a company that sells credit data to banks may seem counterintuitive when fears of a...
Healthy Investor Scepticism Returning to Markets
As we head into the final months of 2022, it’s worth taking a step back and reviewing the past 10...
Video - Staying the Course in China
There have been a lot of negative headlines about China recently, covering geopolitical concerns...
Japan in the First Innings of a Digital Shift
Japan was recently declared the #1 tourist destination in the world according to the 2021 Travel...
Asia ex-Japan Market Update
The last 12 months have been a tough period for markets in the Asia region. Only two markets in...
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Quarterly Report for the Platinum Trust Funds
The September quarterly report for the Platinum Trust Funds can be accessed here. The report...
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Macro Overview: Forget Picking the Bottom, Focus on Value
In late September, CEO and Co-CIO Andrew Clifford sat down with Investment Specialist Julian...
Shifting Sands: The Cycle Looks to Have Changed - Should Your Investments Change Too?
In this recently recorded webinar, "Shifting Sands: The Cycle Looks to Have Changed - Should Your...
Getting Personal in Consumer Staples
The two great growth drivers of consumer staples sales, product premiumisation and increasing...
Video – Batteries Enabling the Energy Transition
The world is embarking on a massive change in the way we produce and consume energy, requiring...
Video - Power Semiconductors Powering Our Lives
A key part of Platinum’s investment process is to look for areas of change that are...
Video - Riding the Energy Capex Wave
Following an eight-year recession in capital spending and extensive cost-cutting, the oil and gas...
Fast and Not so Fast Food
US “fast-casual” restaurants Wingstop and Shake Shack have delivered very different operating...
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