Getting Personal in Consumer Staples
The two great growth drivers of consumer staples sales, product premiumisation and increasing...
Fast and Not so Fast Food
US “fast-casual” restaurants Wingstop and Shake Shack have delivered very different operating...
A Postcard from NYC: Pets, Pools and Price Increases
The shift in work and home dynamics since the onset of the pandemic has been a boon for consumer...
The Paradox of Cycles
Central to the perpetuation of stock market cycles are emotions: excitement, hope, avarice...
Quarterly Report for the Platinum Trust Funds
The June quarterly report for the Platinum Trust Funds can be accessed here...
Japan Dominating Highly Profitable Niches
Japan is home to many well-run, globally dominant businesses, but this fact is often obscured behind...
Investing for a Better Tomorrow
The world economy emits around 50 billion tonnes of CO2-equivalent greenhouse gases (GHGs) every...
Quarterly Report for the Platinum Trust Funds
The March quarterly report for the Platinum Trust Funds can be accessed here. The report contains...
Market Update – 8 March 2022
Global equity markets have weakened sharply as they digested the Russia-Ukraine conflict. While...
Update on the Russia/Ukraine Situation
In response to the invasion of Ukraine by Russian forces, Western countries, including the US...
The Beautiful Game
There is an apparent paradox of investing in shares; price is everything yet it is also nothing...
Quarterly Report for the Platinum Trust Funds
The December quarterly report for the Platinum Trust Funds can be accessed here. The report...
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