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?
Why Today's Headwinds Have Accelerated a Multi-Generational Shift
The energy transition is rapidly accelerating. Portfolio managers Jodie Bannan and Liam Farlow...
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...
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...
Find more articles by tag
Subscribe to Platinum
Receive our expert investment insights and market updates.
Journal Articles
Read market leading insights.
Market Updates
Get market updates from our analysts
Quarterly Reports
Receive quarterly investment reports