Audio - 30 September 2019 Quarterly Report

Douglas Isles,

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

04 Nov 2019

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



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