50% of the global economy is missing from most Aussie portfolios. Here's how to add it in
Автор: Livewire Markets
Загружено: 2026-02-18
Просмотров: 788
Описание:
Approximately 60% of the global population lives in Asia. Yet for many Australian investors, “global” still largely means the United States. Over the past two decades, the world’s economic landscape has shifted significantly, and one would argue that nowhere has that shift been more profound than across Asia.
The region’s transformation from export-driven growth to increasingly powerful domestic economies has reshaped global trade, consumption and capital markets, with China now central to that story.
The Platinum Asia Fund (ex-Japan) is one of the rare managed funds to have navigated this change over more than 20 years.
We spoke with portfolio manager Cameron Robertson about what has sustained the strategy through multiple market cycles, and how investing in Asia provides exposure to the world’s largest population centres, along with all the opportunities for investors this creates.
Please note this interview was filmed 11th February, 2026.
Timecodes:
00:03 - Introduction
00:24 - Sustaining success and longevity
01:24 - How the investment landscape has changed over two decades
02:30 - The countries showing the most opportunity
03:40 - How the fund is positioned
05:35 - Who the fund suits
06:48 - Key risks
08:03 - Accessing the fund
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