Untrapped potential. Why Asia still has room to grow
The World Economic Forum says Asia will “remain the motor of the global economy”. Here's why.
Ready to think differently about dividends?
Co-CIO Andrew Clifford on profits, dividends, buybacks and getting paid to wait.
Video – A Reality Check for Tech?
After two years of excess and bubble-like valuations, the tech sector suffered a significant...
Video – Impressive Opportunities Abound Across Asia
The Chinese equity market has bounced strongly in recent months, and while we continue to find...
Video – Platinum Global Transition Fund (Quoted Managed Hedge Fund) Launched Today
Platinum is excited to announce the launch of the Platinum Global Transition Fund (Quoted Managed...
Off-Price but On-Trend: Discount Retailers Taking Market Share
The reversal of pandemic spending trends was a common challenge for retailers planning inventory...
Sportswear: Fashionable On and Off the Field
In a world of big numbers, powerful brands in global sportswear look advantaged as they pursue...
Audio – 31 December 2022 Quarterly Report
An audio recording capturing the highlights of Platinum’s December 2022 Quarterly Report is now...
The Chinese Property Market: The Most Important Industry Globally Which Few Understand
A property implosion was 2022’s China crisis narrative. We have owned Chinese property companies...
Macro Overview: 2023 – A Great Environment for 'True' Investors
2022 was a dramatic year for markets. CEO and Co-CIO Andrew Clifford sat down with Investment...
Boom, Bust and Disruption in the Furniture Industry
The pandemic had a dramatic impact on the US furniture and homewares industry. Consumers stuck at...
Video – The Zeitgeist is Changing in Japan
A recent trip to Japan by members of our investment team confirmed that corporate governance is...
Video - Investing in a Bear Market
In a fireside chat with Investment Specialist Henry Polkinghorne, CEO and Co-CIO Andrew Clifford...
Video - Biotechs Preparing for the Next Chapter of Growth
Rising interest rates have raised concerns about the ability of biotechs to access capital...
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