Episodes
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Audio – 31 March 2023 Quarterly Report
Audio – 31 March 2023 Quarterly Report
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Macro Overview: ‘Out of Favour’ and Areas of Significant Change Offer Opportunity
Macro Overview: ‘Out of Favour’ and Areas of Significant Change Offer Opportunity
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Audio – 31 December 2022 Quarterly Report
Audio – 31 December 2022 Quarterly Report
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Macro Overview: 2023 – A Great Environment for True Investors
Audio – 31 December 2022 Quarterly Report
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Audio – 30 September 2022 Quarterly Report
Audio – 30 September 2022 Quarterly Report
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Macro Overview: Forget Picking the Bottom, Focus on Value
Macro Overview: Forget Picking the Bottom, Look for Value
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30 June 2022 Quarterly Report
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...
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Macro Overview: A 'Garden Variety' Correction or Much More?
Macro Overview: A 'Garden Variety' Correction or Much More?
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31 March 2022 Quarterly Report
31 March 2022 Quarterly Report
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Macro Overview: Navigating Through Complex Times
Macro Overview: Navigating Through Complex Times
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31 December 2021 Quarterly Report
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…
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Test - December Quarterly 2021
Test - December Quarterly 2021
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Test - Sept Quaterly 2021
Test - Sept Quaterly 2021
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Macro Overview - December 21
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.
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PAI AGM
PAI AGM
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PMC AGM
PMC AGM
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Macro Overview September 2021
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.
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It’s all about YOU
Podcast: It’s all about YOU.
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30 June 2021 Quarterly Report
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...
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March 2021 Quarterly Report
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...
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30 September 2020 Quarterly Report
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...
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30 June 2020 Quarterly Report
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...
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Investing in the Global Health Care Ecosystem
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…
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Audio – 31 March 2020 Quarterly Report
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...
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Dr Bianca Ogden talks COVID-19, healthcare stocks and what the future holds
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...
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December 2019 Quarterly Report Summary
Douglas Isles takes us through the Quarterly Report for December 2019
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September 2019 Quarterly Report Summary
Douglas takes us through the quarterly report for September 2019
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June 2019 Quarterly Report Summary
Douglas Isles takes us through the June 2019 Quarterly Report.
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March 2019 Quarterly Report Summary
Douglas Isles takes us through the quarterly report for March 2019
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December 2018 Quarterly Report Summary
Douglas Isles takes us through the quarterly report for December 2018
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September 2018 Quarterly Report Summary
Douglas Isles takes us through the September 2018 Quarterly Report.
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July 2018 Quarterly Report Summary
Douglas Isles, one of Platinum's Investment Specialists, takes us through a summary of the July Quarterly report for 2018.
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March 2018 Quarterly Report Summary
Douglas Isles, one of Platinum's Investment Specialists, takes us through a summary of the March Quarterly report for 2018.
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December 2017 Quarterly Report Summary
Douglas Isles, one of Platinum's Investment Specialists, takes us through a summary of the December Quarterly report for 2017.