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Search results: Articles tagged with 'consumer'

Showing 1-10 of 10 results
listen | 8 Nov 2023

Audio - 30 September 2023 Quarterly Report

An audio recording capturing the highlights of Platinum’s September 2023 Quarterly Report

watch | 2 Jun 2023

Funds in Focus: Platinum International Brands Fund

In the first of our 2023 Funds in Focus adviser webinar series, portfolio manager James Halse...

read | 8 Feb 2023

Off-Price but On-Trend: Discount Retailers Taking Market Share

The reversal of pandemic spending trends was a common challenge for retailers planning inventory...

read | 1 Feb 2023

Sportswear: Fashionable On and Off the Field

In a world of big numbers, powerful brands in global sportswear look advantaged as they pursue...

read | 16 Sep 2022

Getting Personal in Consumer Staples

The two great growth drivers of consumer staples sales, product premiumisation and increasing...

read | 3 Aug 2022

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...

listen | 13 Jul 2022

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..

watch | 28 Jun 2022

Video – Defensive Stocks Not So Defensive After All?

US consumer stocks have taken a hit this year. Rate rises, geopolitical issues, withdrawal of...

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...

listen | 27 Oct 2020

Audio - Quarterly Report for the Platinum Trust Funds

An audio recording capturing the highlights of Platinum’s September 2020 Quarterly Report