50% of the global economy is missing from most Aussie portfolios. Here's how to add it in

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