Video – A Reality Check for Tech?
After two years of excess and bubble-like valuations, the tech sector suffered a significant...
Video - Power Semiconductors Powering Our Lives
A key part of Platinum’s investment process is to look for areas of change that are...
Japan Dominating Highly Profitable Niches
Japan is home to many well-run, globally dominant businesses, but this fact is often obscured behind...
Market Update – 8 March 2022
Global equity markets have weakened sharply as they digested the Russia-Ukraine conflict. While...
Video - Readying for a Market Leadership Change
Every bubble has two main ingredients: a great idea and easy money. This time, technological...
Audio - Macro Overview
CEO and co-CIO Andrew Clifford talks with investment specialist Douglas Isles about many of the...
Semis: We’re Halfway There?
Bon Jovi’s 1986 rock anthem “Livin’ on a Prayer” sees the eponymously named lead vocalist roar out..
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