The dramatic change in consumer spending away from ‘experiences’ to ‘products’ coupled with supply disruptions has been a boon for the consumer sector over the past 18 months - with autos a standout. Far from being a short-term phenomenon though, we believe there is a long...
Graduating as dux of Finance from university and a brief stint as an accountant at Grant Thornton gave Clay the grounding to deconstruct financial statements. Having started.. More
The investment returns for the last quarter of 2020 and first quarter of 2021 were among the strongest in the Platinum International Fund’s long history. This was driven in large part by the fund’s cyclical exposures
The automotive industry is at a tipping point. Hundreds of billions of dollars are now in the process of being permanently redirected towards electric vehicles. This disruption means a large part of the existing US$3 trillion automotive market is in play, with incumbents, entrepreneurs and...
ESG and mining is set to be one of the big stories over the next decade. Investment specialist Douglas Isles sits down with resources and industrials analyst Liam Farlow to discuss the role that mining and metals will play in the decarbonisation of the world...
Jamie Halse has been appointed as Portfolio Manager for the Platinum World Portfolios - Japan Fund. Scott Gilchrist has left the firm to...
Andrew 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.. More
Challenging Times for the Market’s Speculative Elements
We are now one full year on from the COVID-19 outbreak and the subsequent initial lockdowns that resulted in a collapse in global economic activity and stock markets.
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