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.
You can also view the full Quarterly Report, which includes the Macro Overview by co-CIO Clay Smolinski (available in audio and article format here) and a full recap on all the Platinum Trust Funds, below:
30 June 2022 Quarterly Report
Listen now
Audio timeline:
- Introduction: 00:00
- Platinum International Fund: 01:04
- Platinum Asia Fund: 09:29
- Platinum Global Fund (Long Only): 20:02
- Platinum European Fund: 26:03
- Platinum Japan Fund: 30:28
- Platinum International Brands Fund: 32:18
- Platinum International Health Care Fund: 37:20
- Platinum International Technology Fund: 43:04
- Feature Article - The Paradox of cycles: 47:31
From the journal
The US election: landslides and cross-currents
The US election ended in a landslide. But what does it mean for investors?
The luxury of long time horizons
Zoe Middleton on why luxury goods companies are different - just like the rich.
"Professionals study logistics" - how one Danish company is moving the world
The world's supply chains are getting more complex. That's good news for one Platinum stock pick.
Five great short stories
When to "short" a tech stock? Here's five situations that can improve the odds of success.
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