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Showing 49-60 of 213 results
read | 27 Apr 2021

Automakers: Driving Over a Cliff?

The automotive industry is at a tipping point. Hundreds of billions of dollars are now in the...

read | 16 Apr 2021

Macro Overview

Challenging Times for the Market’s Speculative Elements...

read | 15 Apr 2021

Quarterly Report for the Platinum Trust Funds

For the latest quarterly report for the Platinum Trust Funds, please click here. The report...

read | 8 Mar 2021

Are Cyclicals the New Defensives?

In the February 2021 Monthly Update for the Platinum global equity strategy, we noted that: “When...

read | 3 Mar 2021

Embracing Opportunities That Crowds Avoid

Platinum’s philosophy of “thinking differently” means we look for opportunities that are out of...

read | 18 Feb 2021

Semis: We’re Halfway There?

Bon Jovi’s 1986 rock anthem “Livin’ on a Prayer” sees the eponymously named lead vocalist roar out..

read | 1 Feb 2021

The New World of Risk - GameStop and Cryptos

The slant of the early reporting by the popular media on the crowd-driven squeeze on heavily...

read | 14 Jan 2021

Macro Overview - December 2020

Regulation, Rates and Inflation - Risks to Watch in 2021...

read | 17 Dec 2020

COVID Shakes up the UK Grocery Landscape

The UK grocery retail market is highly competitive and dominated by the ‘big four’ incumbent...

read | 3 Dec 2020

Market Update: 3 December 2020

As the end of a turbulent 2020 nears, this update is an explanation of how and why the flagship...

read | 25 Nov 2020

Legacy Automakers Rising to the Emissions Challenge

In Australia, plug-in electric cars account for just 0.6% of new vehicle sales.[1] This likely...

read | 10 Nov 2020

mRNA Technology Delivers Vaccine Breakthrough

In times of crisis it is often the case that innovation strives. This time, the biotech and pharma..