Audio - 30 September 2019 Quarterly Report

By
Douglas Isles,
User

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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