Audio - 30 September 2023 Quarterly Report
An audio recording capturing the highlights of Platinum’s September 2023 Quarterly Report
Funds in Focus: Platinum International Brands Fund
In the first of our 2023 Funds in Focus adviser webinar series, portfolio manager James Halse...
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...
Getting Personal in Consumer Staples
The two great growth drivers of consumer staples sales, product premiumisation and increasing...
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...
Macro Overview: A 'Garden Variety' Correction or Much More?
It’s been another challenging quarter for markets. Co-CIO and portfolio manager Clay Smolinski sat..
Video – Defensive Stocks Not So Defensive After All?
US consumer stocks have taken a hit this year. Rate rises, geopolitical issues, withdrawal of...
COVID Shakes up the UK Grocery Landscape
The UK grocery retail market is highly competitive and dominated by the ‘big four’ incumbent...
Audio - Quarterly Report for the Platinum Trust Funds
An audio recording capturing the highlights of Platinum’s September 2020 Quarterly Report
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