An actuary by training, Douglas first joined Platinum in 2003 as an investment analyst, having spent some time at the Commonwealth Bank as a product actuary and, prior to that.. More
Here is an audio recording of the highlights of Platinum’s September 2019 Quarterly Report. The podcast provides a macro overview followed by a brief update on what's been happening in the Platinum International Fund. There is also a report on the Asia Team's recent research trip to China, as well as a case study of Bank of Ireland and the outlook for Japan. Insights are shared on categorising opportunities in the consumer sector along with an update on healthcare. Finally there is a look at challenges in the IPO market which we have called the 'Implosion of a Unicorn'.
You can also view the latest Quarterly Report below:
30 September 2019 Quarterly Report
DISCLAIMER: The above information is commentary only (i.e. our general thoughts). It is not intended to be, nor should it be construed as, investment advice. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. Before making any investment decision you need to consider (with your financial adviser) your particular investment needs, objectives and circumstances. The above material may not be reproduced, in whole or in part, without the prior written consent of Platinum Investment Management Limited.
Macro Overview - September 2019
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