https://simplecast.com Platinum Journal Podcasts Investment Specialists, Analysts and Portfolio Managers discuss investment opportunities and market forces. All Rights Reserved. en Wed, 8 Nov 2023 04:27:49 +0000 Wed, 8 Nov 2023 04:28:00 +0000 https://www.platinum.com.au/Insights-Tools/The-Journal Platinum Journal Podcasts https://image.simplecastcdn.com/images/22eb43b4-f45f-405b-a44c-61895eb1d845/a6a36405-4505-4653-9cf0-ab4b48103b69/3000x3000/main.png?aid=rss_feed https://www.platinum.com.au/Insights-Tools/The-Journal episodic Investment Specialists, Analysts and Portfolio Managers discuss investment opportunities and market forces. Platinum Investment Management LTD no https://feeds.simplecast.com/34NBwG2n Liz Norman b3652622-e280-434c-924d-590ed7f40084 Audio - 30 September 2023 Quarterly Report Wed, 8 Nov 2023 04:27:49 +0000 Norman@platinum.com.au (Liz Norman) https://www.platinum.com.au/Insights-Tools/The-Journal Audio - 30 September 2023 Quarterly Report Liz Norman 00:46:33 no full 39 5a04a0a6-50ae-4633-bc9d-ebd468c8aa69 Audio – 30 June 2023 Quarterly Report Thu, 28 Sep 2023 23:41:22 +0000 Norman@platinum.com.au (Liz Norman) https://www.platinum.com.au/Insights-Tools/The-Journal Audio – 30 June 2023 Quarterly Report Liz Norman 01:09:13 no full 37 77255fc0-2458-4635-922c-f7dd38a525c6 Macro Overview: A Cautious Approach is Warranted, But Opportunities Still Prevail Thu, 28 Sep 2023 23:41:06 +0000 Norman@platinum.com.au (Liz Norman) https://www.platinum.com.au/Insights-Tools/The-Journal Macro Overview: A Cautious Approach is Warranted, But Opportunities Still Prevail Liz Norman 00:16:35 no full 38 caeabb6f-ac75-41a7-a018-179467dbca6a Macro Overview: Lots of Excitement in Markets, But Price Always Matters Thu, 28 Sep 2023 23:40:53 +0000 Norman@platinum.com.au (Liz Norman) https://www.platinum.com.au/Insights-Tools/The-Journal Macro Overview: Lots of Excitement in Markets, But Price Always Matters Liz Norman 00:17:30 no full 36 8e9bd470-e7af-11ed-9490-1254f02f4505 Audio – 31 March 2023 Quarterly Report Audio – 31 March 2023 Quarterly Report

]]> Sun, 30 Apr 2023 23:34:32 +0000 Norman@platinum.com.au (Liz Norman) https://www.platinum.com.au/Insights-Tools/The-Journal Audio – 31 March 2023 Quarterly Report

]]> Audio – 31 March 2023 Quarterly Report Liz Norman 00:41:08 Audio – 31 March 2023 Quarterly Report Audio – 31 March 2023 Quarterly Report no full 35 8d5455ca-da4d-11ed-a10d-0e9ac8b71e77 Macro Overview: ‘Out of Favour’ and Areas of Significant Change Offer Opportunity Macro Overview: ‘Out of Favour’ and Areas of Significant Change Offer Opportunity

]]> Thu, 13 Apr 2023 22:50:14 +0000 Norman@platinum.com.au (Liz Norman) https://www.platinum.com.au/Insights-Tools/The-Journal Macro Overview: ‘Out of Favour’ and Areas of Significant Change Offer Opportunity

]]> Macro Overview: ‘Out of Favour’ and Areas of Significant Change Offer Opportunity Liz Norman 00:18:00 Macro Overview: ‘Out of Favour’ and Areas of Significant Change Offer Opportunity Macro Overview: ‘Out of Favour’ and Areas of Significant Change Offer Opportunity no full 34 acf4149a-9ae4-11ed-b877-12bc149746f3 Audio – 31 December 2022 Quarterly Report Audio – 31 December 2022 Quarterly Report

]]> Mon, 23 Jan 2023 06:10:46 +0000 Norman@platinum.com.au (Liz Norman) https://www.platinum.com.au/Insights-Tools/The-Journal Audio – 31 December 2022 Quarterly Report

]]> Audio – 31 December 2022 Quarterly Report Liz Norman 00:40:01 Audio – 31 December 2022 Quarterly Report Audio – 31 December 2022 Quarterly Report no full 33 b11e70a6-9170-11ed-a9bb-0afd807414d9 Macro Overview: 2023 – A Great Environment for True Investors Audio – 31 December 2022 Quarterly Report

]]> Wed, 11 Jan 2023 05:27:51 +0000 Norman@platinum.com.au (Liz Norman) https://www.platinum.com.au/Insights-Tools/The-Journal Audio – 31 December 2022 Quarterly Report

]]> Macro Overview: 2023 – A Great Environment for True Investors Liz Norman 00:17:09 Audio – 31 December 2022 Quarterly Report Audio – 31 December 2022 Quarterly Report no full 32 3bc0b05e-5e61-11ed-8be8-12b1c95b7589 Audio – 30 September 2022 Quarterly Report Audio – 30 September 2022 Quarterly Report

]]> Mon, 7 Nov 2022 05:58:42 +0000 Norman@platinum.com.au (Liz Norman) https://www.platinum.com.au/Insights-Tools/The-Journal Audio – 30 September 2022 Quarterly Report

]]> Audio – 30 September 2022 Quarterly Report Liz Norman 00:51:40 Audio – 30 September 2022 Quarterly Report Audio – 30 September 2022 Quarterly Report no full 31 70450fc8-49ee-11ed-9e7e-0eba35063233 Macro Overview: Forget Picking the Bottom, Focus on Value Macro Overview: Forget Picking the Bottom, Look for Value

]]> Wed, 12 Oct 2022 05:26:35 +0000 Norman@platinum.com.au (Liz Norman) https://www.platinum.com.au/Insights-Tools/The-Journal Macro Overview: Forget Picking the Bottom, Look for Value

]]> Macro Overview: Forget Picking the Bottom, Focus on Value Liz Norman 00:24:50 Macro Overview: Forget Picking the Bottom, Look for Value Macro Overview: Forget Picking the Bottom, Look for Value no full 30 c2394c3a-1380-11ed-a20f-0afb6d787849 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 cycles.

]]> Wed, 3 Aug 2022 23:05:25 +0000 Norman@platinum.com.au (Liz Norman) https://www.platinum.com.au/Insights-Tools/The-Journal 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.

]]> 30 June 2022 Quarterly Report Liz Norman 00:54:20 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. 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. no full 29 f74608a2-0172-11ed-a0ad-12a1e94febdb Macro Overview: A 'Garden Variety' Correction or Much More? Macro Overview: A 'Garden Variety' Correction or Much More?

]]> Mon, 11 Jul 2022 23:41:20 +0000 Norman@platinum.com.au (Liz Norman) https://www.platinum.com.au/Insights-Tools/The-Journal Macro Overview: A 'Garden Variety' Correction or Much More?

]]> Macro Overview: A 'Garden Variety' Correction or Much More? Liz Norman 00:21:02 Macro Overview: A 'Garden Variety' Correction or Much More? Macro Overview: A 'Garden Variety' Correction or Much More? no full 28 072aea80-caa5-11ec-9e92-0a923ef7ddd3 31 March 2022 Quarterly Report 31 March 2022 Quarterly Report

]]> Tue, 3 May 2022 05:51:08 +0000 Norman@platinum.com.au (Liz Norman) https://www.platinum.com.au/Insights-Tools/The-Journal 31 March 2022 Quarterly Report

]]> 31 March 2022 Quarterly Report Liz Norman 00:35:05 31 March 2022 Quarterly Report 31 March 2022 Quarterly Report no full 27 b750c594-ba13-11ec-ab93-123c22399d85 Macro Overview: Navigating Through Complex Times Macro Overview: Navigating Through Complex Times

]]> Tue, 12 Apr 2022 03:50:38 +0000 Norman@platinum.com.au (Liz Norman) https://www.platinum.com.au/Insights-Tools/The-Journal Macro Overview: Navigating Through Complex Times

]]> Macro Overview: Navigating Through Complex Times Liz Norman 00:16:18 Macro Overview: Navigating Through Complex Times Macro Overview: Navigating Through Complex Times no full 26 52720abc-7a75-11ec-8cd4-1224d85f9e9d 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 in tech, signs of corporate action in Japan, and a thought piece on ESG.

]]> Fri, 21 Jan 2022 04:48:05 +0000 Norman@platinum.com.au (Liz Norman) https://www.platinum.com.au/Insights-Tools/The-Journal 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.

]]> 31 December 2021 Quarterly Report Liz Norman 00:40:08 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. 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. no full 25 fc1d693c-78ed-11ec-968e-12c7ec4163fd Test - December Quarterly 2021 Test - December Quarterly 2021

]]> Wed, 19 Jan 2022 06:06:47 +0000 Norman@platinum.com.au (Liz Norman) https://www.platinum.com.au/Insights-Tools/The-Journal Test - December Quarterly 2021

]]> Test - December Quarterly 2021 Liz Norman 00:20:51 Test - December Quarterly 2021 Test - December Quarterly 2021 no full 24 1d72a0bc-78ed-11ec-aa39-1211ccb07b75 Test - Sept Quaterly 2021 Test - Sept Quaterly 2021

]]> Wed, 19 Jan 2022 06:00:34 +0000 Norman@platinum.com.au (Liz Norman) https://www.platinum.com.au/Insights-Tools/The-Journal Test - Sept Quaterly 2021

]]> Test - Sept Quaterly 2021 Liz Norman 00:25:31 Test - Sept Quaterly 2021 Test - Sept Quaterly 2021 no full 23 416233b2-7365-11ec-875f-0ee3033f9519 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.

]]> Wed, 12 Jan 2022 05:05:27 +0000 Norman@platinum.com.au (Liz Norman) https://www.platinum.com.au/Insights-Tools/The-Journal 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.

]]> Macro Overview - December 21 Liz Norman 00:20:51 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. 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. no full 22 eaf695ca-3d24-11ec-85b9-1270ac216e01 PAI AGM PAI AGM

]]> Thu, 4 Nov 2021 04:08:51 +0000 Norman@platinum.com.au (Liz Norman) https://www.platinum.com.au/Insights-Tools/The-Journal PAI AGM

]]> PAI AGM Liz Norman 00:47:13 PAI AGM PAI AGM no full 21 cae88c78-3a97-11ec-acf7-0e1a370a99f7 PMC AGM PMC AGM

]]> Sun, 31 Oct 2021 22:13:36 +0000 Norman@platinum.com.au (Liz Norman) https://www.platinum.com.au/Insights-Tools/The-Journal PMC AGM

]]> PMC AGM Liz Norman 00:42:31 PMC AGM PMC AGM no full 20 02c46ad8-3618-11ec-9420-0ef512a47453 Audio – 30 September 2021 Quarterly Report ]]> Tue, 26 Oct 2021 04:48:50 +0000 Norman@platinum.com.au (Liz Norman) https://www.platinum.com.au/Insights-Tools/The-Journal ]]> Audio – 30 September 2021 Quarterly Report Liz Norman 00:29:00 no full 19 8b0f7cce-2bb0-11ec-b863-0e1be46b8d97 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.

]]> Tue, 12 Oct 2021 23:02:59 +0000 Norman@platinum.com.au (Liz Norman) https://www.platinum.com.au/Insights-Tools/The-Journal 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.

]]> Macro Overview September 2021 Liz Norman 00:25:31 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. 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. no full 18 1693c764-0ea6-11ec-b2e4-0ee685d310f3 It’s all about YOU Podcast: It’s all about YOU.

]]> Mon, 6 Sep 2021 00:05:05 +0000 Norman@platinum.com.au (Liz Norman) https://www.platinum.com.au/Insights-Tools/The-Journal Podcast: It’s all about YOU.

]]> It’s all about YOU Liz Norman 00:10:49 Podcast: It’s all about YOU. Podcast: It’s all about YOU. no full 17 eb12e6f4-eab7-11eb-a749-12647fb716c3 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 articles on Asia and corporate governance in Japan.

]]> Thu, 22 Jul 2021 06:42:01 +0000 Norman@platinum.com.au (Liz Norman) https://www.platinum.com.au/Insights-Tools/The-Journal 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.

]]> 30 June 2021 Quarterly Report Liz Norman 00:47:53 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 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. no full 16 b4ddac1e-a3fd-11eb-87a0-0e20048aa34d 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 consumer, semiconductors and why we are a buyer of Bayer.

]]> Fri, 23 Apr 2021 06:32:42 +0000 Norman@platinum.com.au (Liz Norman) https://www.platinum.com.au/Insights-Tools/The-Journal 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.

]]> March 2021 Quarterly Report Liz Norman 00:43:58 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 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. no full 15 fff62742-604d-11eb-b392-0ee14e561bc3 December 2020 Quarterly Report ]]> Wed, 27 Jan 2021 03:16:10 +0000 Norman@platinum.com.au (Liz Norman) https://www.platinum.com.au/Insights-Tools/The-Journal ]]> December 2020 Quarterly Report Liz Norman 00:44:04 no full 14 1d4f3562-17e3-11eb-a5d5-0e948c4aaae7 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 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.

]]> Mon, 26 Oct 2020 23:29:39 +0000 Norman@platinum.com.au (Liz Norman) https://www.platinum.com.au/Insights-Tools/The-Journal 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.

]]> 30 September 2020 Quarterly Report Liz Norman 00:40:30 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 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. no full 13 d14f5a40-d05a-11ea-b402-0ef97b41ad5b 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 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

]]> Mon, 27 Jul 2020 22:45:08 +0000 Norman@platinum.com.au (Liz Norman) https://www.platinum.com.au/Insights-Tools/The-Journal 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

]]> 30 June 2020 Quarterly Report Liz Norman 00:41:06 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 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 no full 12 86c3aaa6-aeab-11ea-80a0-0ecd446ed9e3 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 advantage when investing in this dynamic sector. A truly wonderful and educational insight on the future of the health care industry.

]]> Mon, 15 Jun 2020 01:57:12 +0000 Norman@platinum.com.au (Liz Norman) https://www.platinum.com.au/Insights-Tools/The-Journal 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.

]]> Investing in the Global Health Care Ecosystem Liz Norman 00:30:42 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. 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. no full 11 d55fa262-8e8c-11ea-ac8c-0e94d97c0cb9 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 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.

]]> Tue, 5 May 2020 04:56:52 +0000 Norman@platinum.com.au (Liz Norman) https://www.platinum.com.au/Insights-Tools/The-Journal 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.

]]> Audio – 31 March 2020 Quarterly Report Liz Norman 00:39:42 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. 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. no full 10 f4654c9c-6f2a-11ea-8573-0e8368a76f47 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 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.

]]> Thu, 26 Mar 2020 06:28:07 +0000 Norman@platinum.com.au (Liz Norman) https://www.platinum.com.au/Insights-Tools/The-Journal 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.

]]> Dr Bianca Ogden talks COVID-19, healthcare stocks and what the future holds Liz Norman 00:44:27 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. 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. no full 9 623b650c-495c-11ea-b7ed-0e615f37fff5 December 2019 Quarterly Report Summary Douglas Isles takes us through the Quarterly Report for December 2019

]]> Fri, 7 Feb 2020 03:46:12 +0000 Norman@platinum.com.au (Liz Norman) https://www.platinum.com.au/Insights-Tools/The-Journal Douglas Isles takes us through the Quarterly Report for December 2019

]]> December 2019 Quarterly Report Summary Liz Norman 00:38:50 Douglas Isles takes us through the Quarterly Report for December 2019 Douglas Isles takes us through the Quarterly Report for December 2019 no full 8 f1abe142-feb8-11e9-9f3f-0e1c63bc2d22 September 2019 Quarterly Report Summary Douglas takes us through the quarterly report for September 2019

]]> Mon, 4 Nov 2019 04:09:49 +0000 Norman@platinum.com.au (Liz Norman) https://www.platinum.com.au/Insights-Tools/The-Journal Douglas takes us through the quarterly report for September 2019

]]> September 2019 Quarterly Report Summary Liz Norman 00:38:05 Douglas takes us through the quarterly report for September 2019 Douglas takes us through the quarterly report for September 2019 no full 7 6d4a889e-ae73-11e9-85a6-0efe278d1810 June 2019 Quarterly Report Summary Douglas Isles takes us through the June 2019 Quarterly Report.

]]> Thu, 25 Jul 2019 00:30:40 +0000 Norman@platinum.com.au (Liz Norman) https://www.platinum.com.au/Insights-Tools/The-Journal Douglas Isles takes us through the June 2019 Quarterly Report.

]]> June 2019 Quarterly Report Summary Liz Norman 00:32:22 Douglas Isles takes us through the June 2019 Quarterly Report. Douglas Isles takes us through the June 2019 Quarterly Report. no full 6 1ccbf1d6-6937-11e9-920d-0ecb595bdee0 March 2019 Quarterly Report Summary Douglas Isles takes us through the quarterly report for March 2019

]]> Sat, 27 Apr 2019 21:55:04 +0000 Norman@platinum.com.au (Liz Norman) https://www.platinum.com.au/Insights-Tools/The-Journal Douglas Isles takes us through the quarterly report for March 2019

]]> March 2019 Quarterly Report Summary Liz Norman 00:34:54 Douglas Isles takes us through the quarterly report for March 2019 Douglas Isles takes us through the quarterly report for March 2019 no full 5 77c4ba3e-2812-11e9-8b21-0ebe27f14992 December 2018 Quarterly Report Summary Douglas Isles takes us through the quarterly report for December 2018

]]> Mon, 4 Feb 2019 00:18:59 +0000 Norman@platinum.com.au (Liz Norman) https://www.platinum.com.au/Insights-Tools/The-Journal Douglas Isles takes us through the quarterly report for December 2018

]]> December 2018 Quarterly Report Summary Liz Norman 00:34:48 Douglas Isles takes us through the quarterly report for December 2018 Douglas Isles takes us through the quarterly report for December 2018 no full 4 35eb129e-d1a9-11e8-b2ad-0ecd0b315b80 September 2018 Quarterly Report Summary Douglas Isles takes us through the September 2018 Quarterly Report.

]]> Wed, 17 Oct 2018 01:08:52 +0000 Norman@platinum.com.au (Liz Norman) https://www.platinum.com.au/Insights-Tools/The-Journal Douglas Isles takes us through the September 2018 Quarterly Report.

]]> September 2018 Quarterly Report Summary Liz Norman 00:29:21 Douglas Isles takes us through the September 2018 Quarterly Report. Douglas Isles takes us through the September 2018 Quarterly Report. no full 3 aa0c5a6c-908a-11e8-a44c-0e8e19669882 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.

]]> Thu, 26 Jul 2018 04:18:17 +0000 Norman@platinum.com.au (Liz Norman) https://www.platinum.com.au/Insights-Tools/The-Journal Douglas Isles, one of Platinum's Investment Specialists, takes us through a summary of the July Quarterly report for 2018.

]]> July 2018 Quarterly Report Summary Liz Norman 00:26:18 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 July Quarterly report for 2018. no full 2 1d9f5554-444d-11e8-9bbe-0eb6040f275e 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.

]]> Fri, 20 Apr 2018 03:44:24 +0000 Norman@platinum.com.au (Liz Norman) https://www.platinum.com.au/Insights-Tools/The-Journal Douglas Isles, one of Platinum's Investment Specialists, takes us through a summary of the March Quarterly report for 2018.

]]> March 2018 Quarterly Report Summary Liz Norman 00:40:05 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 March Quarterly report for 2018. no full 1 91790e8e-ff24-11e7-9c66-0e969a417612 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.

]]> Mon, 22 Jan 2018 03:30:19 +0000 Norman@platinum.com.au (Liz Norman) https://www.platinum.com.au/Insights-Tools/The-Journal Douglas Isles, one of Platinum's Investment Specialists, takes us through a summary of the December Quarterly report for 2017.

]]> December 2017 Quarterly Report Summary Liz Norman 00:34:46 Douglas Isles, one of Platinum's Investment Specialists, takes us through a summary of the December Quarterly report for 2017. Douglas Isles, one of Platinum's Investment Specialists, takes us through a summary of the December Quarterly report for 2017. no full 0