Investment Specialists, Analysts and Portfolio Managers discuss investment opportunities and market forces.
Platinum Investment Management LTD
Audio – 30 September 2022 Quarterly Report
Macro Overview: Forget Picking the Bottom, Look for Value
An audio recording capturing the highlights of Platinum's June 2022 Quarterly Report is now available. The recording provides our thoughts on the macroeconomic environment and markets, and portfolio positioning across the Platinum Trust Funds. We also cover a feature article on the paradox of cycles.
Macro Overview: A 'Garden Variety' Correction or Much More?
Macro Overview: Navigating Through Complex Times
An audio recording capturing the highlights of Platinum's December 2021 Quarterly Report is now available. The recording provides an update on our thoughts on the macroeconomic environment and markets, recent stock acquisitions, setbacks in biotech, an update on Asia, some exciting developments in tech, signs of corporate action in Japan, and a thought piece on ESG.
In late December, CEO and co-CIO Andrew Clifford sat down with investment specialist Douglas Isles to discuss inflation, labour market pressures, interest rates, China, decarbonisation, and Omicron - and the challenges these pose for policymakers and markets in 2022.
CEO and co-CIO Andrew Clifford talks with investment specialist Douglas Isles about many of the issues on our investors' minds, covering China regulation, income inequality/redistribution, rising inflation and what it all means for interest rates and markets.
An audio recording capturing the highlights of Platinum's June 2021 Quarterly Report is now available. The podcast provides a macro overview, latest thoughts from our inhouse virologist and portfolio manager Dr Bianca Ogden on Australia's approach to testing and screening for Covid, various articles on Asia and corporate governance in Japan.
An audio recording capturing the highlights of Platinum’s March 2021 Quarterly Report is now available. The podcast provides an update on the flagship Platinum International Fund, a macro overview and a deep dive on the auto industry. We also share our thoughts on Asia, the healthcare sector, US consumer, semiconductors and why we are a buyer of Bayer.
An audio recording capturing the highlights of Platinum’s September 2020 Quarterly Report is now available. The podcast provides a macro overview and update on the flagship Platinum International Fund, plus key investment themes underpinning recent stock purchases across the regional and sector funds. There is also an audio version of a compelling article written by portfolio manager, Dr Bianca Ogden on the need for a diversified vaccination strategy, as well as an interesting piece written by investment analyst, James Foreman on the turnaround story of well-known jewellery brand, Pandora.
An audio recording capturing the highlights of Platinum’s June 2020 Quarterly Report is now available. The podcast provides a macro overview and update of the flagship Platinum International Fund, plus insights on each of the sector and regional funds. There is also an audio version of an insightful article written by James Halse, portfolio manager for our brands fund, analysing the impact of the pandemic on our long-term spending habits and what it may mean for company performance and share prices. You can also view the latest Quarterly Report below:30 June 2020 Quarterly Report
In this Shares for Beginners podcast, Dr Bianca Ogden, virologist and portfolio manager for the Platinum International Health Care Fund, talks with Phil Muscatello on the exciting developments taking place in the global health care sector and how her scientific background can be a strong advantage when investing in this dynamic sector. A truly wonderful and educational insight on the future of the health care industry.
An audio recording capturing the highlights of Platinum’s March 2020 Quarterly Report is now available. The podcast provides a business update from our MD and CIO, Andrew Clifford, followed by a brief update on each of the Platinum Trust Funds and a macro overview. There is also a comprehensive article on COVID-19, written by our inhouse virologist and portfolio manager, Dr Bianca Ogden, explaining what the virus is and the progress that is being made on developing a treatment and vaccine.
Dr Bianca Ogden, virologist and manager of the Platinum International Health Care Fund and Julian McCormack, Investment Specialist talk on this podcast with Gemma Dale at NAB.Bianca and Julian discuss the current market situation and what investors should consider, including: • The spread of COVID-19, and how long a vaccine is likely to take, • Why washing your hands is effective against viruses, • How markets are responding to uncertainty, • When equities will start to look safe again and • Long term opportunities in sectors that have been crushed.
Douglas Isles takes us through the Quarterly Report for December 2019
Douglas takes us through the quarterly report for September 2019
Douglas Isles takes us through the June 2019 Quarterly Report.
Douglas Isles takes us through the quarterly report for March 2019
Douglas Isles takes us through the quarterly report for December 2018
Douglas Isles takes us through the September 2018 Quarterly Report.
Douglas Isles, one of Platinum's Investment Specialists, takes us through a summary of the July Quarterly report for 2018.
Douglas Isles, one of Platinum's Investment Specialists, takes us through a summary of the March Quarterly report for 2018.
Douglas Isles, one of Platinum's Investment Specialists, takes us through a summary of the December Quarterly report for 2017.
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