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Description
Investment Specialists, Analysts and Portfolio Managers discuss investment opportunities and market forces.
40 Episodes
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Audio – 31 March 2023 Quarterly Report
Macro Overview: ‘Out of Favour’ and Areas of Significant Change Offer Opportunity
Audio – 31 December 2022 Quarterly Report
Audio – 31 December 2022 Quarterly Report
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?
31 March 2022 Quarterly Report
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.
Test - December Quarterly 2021
Test - Sept Quaterly 2021
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.
PAI AGM
PMC AGM
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