Video – Three Lessons from the US Banking Crisis
Adrian Cotiga chats with Henry Polkinghorne about the key drivers behind the US banking crisis...
Video - Markets in Denial About US Recession
The sharpest increase in US interest rates in 40 years, a shrinking money supply and bank failures..
.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..
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...
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...
Healthy Investor Scepticism Returning to Markets
As we head into the final months of 2022, it’s worth taking a step back and reviewing the past 10...
_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...
Video – Defensive Stocks Not So Defensive After All?
US consumer stocks have taken a hit this year. Rate rises, geopolitical issues, withdrawal of...
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