China: Why stay the course?
Chinese shares have slumped – but now look like good value. Here’s why…
Macro Overview: Lots of Excitement in Markets, But Price Always Matters
2023 is certainly not playing out as expected in the markets. CEO and Co-CIO Andrew Clifford sat...
Funds in Focus: Platinum International Brands Fund
In the first of our 2023 Funds in Focus adviser webinar series, portfolio manager James Halse...
.png "Macro Overview: The ‘Out of Favour’ and Areas of Significant Change Offer Opportunity")
Macro Overview: The ‘Out of Favour’ and Areas of Significant Change Offer Opportunity
CEO and Co-CIO Andrew Clifford sat down with Head of Investment Specialists Dean McLelland in late..
Video – 2023 Investor Presentation
Platinum recently held its 2023 investor presentation: “Thinking differently - what the market has..
Video – Impressive Opportunities Abound Across Asia
The Chinese equity market has bounced strongly in recent months, and while we continue to find...
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...
Video - Investing in a Bear Market
In a fireside chat with Investment Specialist Henry Polkinghorne, CEO and Co-CIO Andrew Clifford...
Video - Staying the Course in China
There have been a lot of negative headlines about China recently, covering geopolitical concerns...
Asia ex-Japan Market Update
The last 12 months have been a tough period for markets in the Asia region. Only two markets in...
_1.png "Macro Overview: Forget Picking the Bottom, Focus on Value")
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...
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