Fear of Running Out
Uranium buyers are worried about supply. That could be good news for investors.
Why investing in the energy transition is not just about renewables
The energy transition designed to decarbonise the world is well underway but it’s becoming...
Funds in Focus: Platinum Global Transition Fund (Quoted Managed Hedge Fund)
In the second of our 2023 Funds in Focus adviser webinar series, portfolio managers Jodie Bannan...
Why Today's Headwinds Have Accelerated a Multi-Generational Shift
The energy transition is rapidly accelerating. Portfolio managers Jodie Bannan and Liam Farlow...
Video – Platinum Global Transition Fund (Quoted Managed Hedge Fund) Launched Today
Platinum is excited to announce the launch of the Platinum Global Transition Fund (Quoted Managed...
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Macro Overview: Forget Picking the Bottom, Focus on Value
In late September, CEO and Co-CIO Andrew Clifford sat down with Investment Specialist Julian...
Video – Batteries Enabling the Energy Transition
The world is embarking on a massive change in the way we produce and consume energy, requiring...
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 – Turmoil Provides Catalyst for Significant Investment in Europe
It is no surprise that investor sentiment has turned negative on Europe. In the short term, there...
Market Update – 8 March 2022
Global equity markets have weakened sharply as they digested the Russia-Ukraine conflict. While...
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