Audio – 31 March 2022 Quarterly Report

An audio recording capturing the highlights of Platinum’s March 2022 Quarterly Report is now available. The recording provides our thoughts on the macroeconomic environment and markets, Asia and the ongoing weakness in biotech. We also provide details on some key companies from across the funds, such as European low-cost airline Wizz Air, Raiffeisen Bank of Austria, Meta (formerly known as Facebook), German company Infineon, Asahi Breweries of Japan and biotech company Galapagos.
 
You can also view the latest Quarterly Report, which includes the Macro Overview by co-CIO Andrew Clifford (also available in audio and article format here) and a full recap on all the Platinum Trust Funds, below:

31 March 2022 Quarterly Report

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DISCLAIMER: This information has been prepared by Platinum Investment Management Limited ABN 25 063 565 006, AFSL 221935, trading as Platinum Asset Management (“Platinum”). This information is general in nature and does not take into account your specific needs or circumstances. You should consider your own financial position, objectives and requirements and seek professional financial advice before making any financial decisions. You should also read the relevant product disclosure statement before making any decision to acquire units in any of our funds, copies are available at www.platinum.com.au. The commentary reflects Platinum’s views and beliefs at the time of preparation, which are subject to change without notice. No representations or warranties are made by Platinum as to their accuracy or reliability. To the extent permitted by law, no liability is accepted by Platinum for any loss or damage as a result of any reliance on this information.