Recent articles
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Legacy Automakers Rising to the Emissions Challenge
By 02 Dec 2020In Australia, plug-in electric cars account for just 0.6% of new vehicle sales.[1] This likely reflects a combination of negligible government subsidies and lax vehicle emission standards, which give both consumers and produc…
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mRNA Technology Delivers Vaccine Breakthrough
ByDr Bianca Ogden ,13 Nov 2020Bianca embarked on a career change in 2003 and joined Platinum as an investment analyst. Her rich knowledge base in molecular biology and first-hand insights into the pharmaceutica ... More
In times of crisis it is often the case that innovation strives. This time, the biotech and pharma industry has stepped up, and it very much looks like it will deliver the goods.
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Tapping into Exaggerated Demise and Underappreciated Growth
By Investment Specialist 10 Nov 2020As a thematic investor, Platinum looks for opportunities where others are not - in the assets being left behind and not where we see ‘bubble-like’ valuations.
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Video - Investing for the Long Haul
By 03 Nov 2020Long-term structural growth, favourable industry dynamics and a lucrative income stream on after-market servicing are just a few reasons why investment analysts, Kirit Hira and Jodie Bannan are attracted to the high-tech aero engi…
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Nintendo: Switching it up with Innovation
By 03 Nov 2020Nintendo is a well-known producer of gaming consoles and related software. Founded in 1889 and headquartered in Japan, Nintendo has long been known as a conservative company, focused on maintaining its core family-oriented game an…
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Macro Overview - September 2020
ByAndrew Clifford ,16 Oct 2020Andrew co-founded Platinum in 1994 as the Deputy Chief Investment Officer, having worked alongside Kerr Neilson for several years at Bankers Trust and perfecting the craft of uncov ... More
Over the last three months, stock markets have continued to rally strongly as economic activity started to recover from the depths of the COVID-induced recession. As a result of the lockdowns that have been put in place to control…