Platinum Asset Management in Sydney, Australia | Investment management company

Platinum Asset Management

Locality: Sydney, Australia

Phone: +61 2 9255 7500

Address: 7 Macquarie Pl 2000 Sydney, NSW, Australia

Website: https://www.platinum.com.au

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22.01.2022 The global economy has only just commenced its recovery from the depths of the largest economic setback in modern history, yet stock markets have bounced strongly from their mid-March lows. This extraordinary recovery stands in stark contrast to other periods of economic weakness. The markets response can most likely be attributed to the enormous monetary and fiscal measures taken by governments and central banks around the world. This leads to the obvious question, what happens next? Our CEO and CIO, Andrew Clifford provides his insights. https://www.platinum.com.au//T/Market-Update-13-July-2020

22.01.2022 IMPORTANT. We are aware that there are two fake sites impersonating Platinums website at "platinumasset[dot]net" and platinumassetmanagement[dot]ltd. We are in the process of having them taken down. If anyone has entered their details into either of these sites, please contact us as soon as possible.

20.01.2022 I really dont see us as a value manager in the way that term is used. Our whole idea has always been about finding the stocks that are mispriced says Andrew Clifford, CIO.

19.01.2022 The world’s No.1 electric vehicle battery maker, LG Chem may look like an overnight success story, but the long runway of electric vehicle rollout over the next decade or two suggests the story may not be over yet. Investment analyst Liam Farlow explains. Watch full video: https://www.platinum.com.au//LG-Chem-Powering-the-EV-Shift

19.01.2022 We are avoiding companies in the direct line of fire and seeking those with a strong domestic orientation, commented Dr Joseph Lai, portfolio manager for the Platinum Asia Fund, on the recent geopolitical tussle between the US and China. The tension between the two economic superpowers is well known and possibly already factored into share prices. We believe that despite heightening tensions, the likelihood of a significant disruption to the China/Asia growth story is limi...ted. We have positioned the portfolio to avoid companies in the region that may be directly impacted by the dispute and added to likely winners in the long run. Although China is still seen as the factory of the world, exports only represent 20% of Chinas GDP (economic output). While trade tensions have seen Chinas exports to the US fall, only 16% of exports went to the US in 2019; this equates to just 3% of Chinas GDP. The bulk of Chinas economy is in fact domestic driven. Our Chinese exposures are predominantly domestic companies with strong balance sheets, that we believe should grow even in times of rising tensions. For more Platinum insights: https://www.platinum.com.au/Insights-Tools/The-Journal

17.01.2022 Skiing is a favourite pastime by many and one resort operator has shaken things up. Could the industry be on the cusp of a golden era in a post-COVID world? Investment analyst, Nicholas Markiewicz sheds light on the quiet revolution taking place. https://www.platinum.com.au///The-quiet-skiing-revolution

17.01.2022 Dark kitchens are disrupting the food delivery sector. What will it mean for traditional bricks & mortar restaurants and what will it take to be a survivor or a thriver? Investment analyst, Jimmy Su, discusses the factors Platinum considers when investing in this fast-changing sector. Watch video: https://www.platinum.com.au//Venturing-to-the-Dark-Side-in

16.01.2022 What sorts of global biotech innovation will be needed to find a vaccine for COVID-19? Our inhouse virologist and portfolio manager Dr Bianca Ogden shares her perspective here: https://www.platinum.com.au//COVID-19-Demystifying-this-Fr

16.01.2022 We are looking forward to the online ASX Investor Day this Thursday 4 June with our own Julian McCormack talking on Asia/Emerging Markets. Registrations: https://events.asx.com.au//asx-investor-day-4a4b2/overview

16.01.2022 Our CEO and CIO Andrew Clifford says With progress on a vaccine, major Western economies getting back to work and huge stimuli, we are comfortable with less short exposure over the short term but are ready to act if any of a number of things deteriorate". Read more: https://www.platinum.com.au//Th/Market-Update-29-May-2020

16.01.2022 The prices people are paying today for selected growth stocks are extraordinary and the maths doesnt add up, says our CEO and CIO Andrew Clifford. Hear Andrew explain why he is so concerned about their current valuations and the need for caution. https://www.platinum.com.au//Video-Speculative-Market-in-G

15.01.2022 Catch up on the latest market insights from our portfolio managers and where they are investing during these extraordinary times in the Platinum Quarterly Report: https://www.platinum.com.au/Platin//Reports/ptqtr_0620.pdf

14.01.2022 Looking forward to hearing Douglas Isles speak at the FPA [Virtual] Congress 2020 on Monday 24 August. https://fpa.com.au//how-to-settle-clients-in-an-unsettled/ #FPAVirtualCongress #financialplanners

13.01.2022 With social distancing measures beginning to relax in parts of the world, many of us might be considering a return to the gym or fitness classes... or are we? Our consumer team look at the impact of potential changes in consumer behaviour on the fitness industry. https://www.platinum.com.au//Surviving-the-Fitness-Revival

13.01.2022 Working from home and staying at home prompts rapid technology adoption, with Microsoft Teams seeing an exponential increase in meeting minutes per day and Skype usage +70%. But what does this mean for investing? Read more: https://www.platinum.com.au//media/Reports/pitfqtr_0320.pdf

12.01.2022 Will the pandemic change our spending habits long term? Portfolio manager, James Halse looks at how any permanent alterations in consumer behaviour may influence business performance and ultimately stock prices. Read more: https://www.platinum.com.au//Will-the-Pandemic-Change-our-

12.01.2022 R&D powerhouses, structural growth and attractive valuations - just three reasons why portfolio manager, Dr Joseph Lai is excited about the investment opportunities in Asia. Hear what stocks have caught Joes eye here: https://vimeo.com/441921275

12.01.2022 From semiconductors to telehealth and ‘cobots', there’s incredible innovation going on in Asia. Portfolio manager Cameron Robertson explains why he’s excited about investing in this dynamic region. Watch full video: https://www.platinum.com.au//The-Journ/Video-Dynamic-Asia

12.01.2022 Companies facing temporary challenges and therefore often misunderstood by the market, can deliver results for patient investors. Dr Bianca Ogden, portfolio manager for our health care fund discusses what she looks for when investing in this innovative sector. https://www.platinum.com.au//Healthcare-Being-Misunderstoo

11.01.2022 Tech giants are diversifying into new and exciting areas, but what does that mean for our personal data? Our portfolio manager, Cameron Robertson, shares his insights on this complex issue and where the team is investing. https://www.platinum.com.au//In-Technology-We-Trust-Or-Do-

10.01.2022 Recessions, wars and technological change have not thwarted the travel industrys impressive growth in the past 50 years, but will it be different this time? Portfolio manager, Clay Smolinski explains why Platinum is investing in this sector. Watch now: https://www.platinum.com.au//Market-Dislocation-Creates-Op

09.01.2022 Hundreds of billions of dollars are being redirected towards electric vehicles, with incredible valuations being ascribed to the new ‘unproven’ entrants, while the legacy automakers are being left behind. Is the market right? Senior investment analyst Nick Markiewicz isn’t so sure. Read more: http://www.platinum.com.au//Automakers-Driving-Over-a-Clif

09.01.2022 To us, healthcare is all about innovation, says portfolio manager, Dr Bianca Ogden. More Platinum insights at: https://www.platinum.com.au/Insights-Tools/The-Journal

08.01.2022 Andrew Clifford, CIO talks with Douglas Isles on the key geopolitical and macroeconomic issues facing investors today, including rising tensions, US election, currencies, inflation, interest rates & longer-term impacts of COVID-19. https://www.platinum.com.au//the-World-Investors-are-Faced

07.01.2022 We are one year on from the COVID-19 outbreak and the subsequent initial lockdowns that resulted in a collapse in global economic activity and stock markets. The question is, where to now? CEO and Co-CIO Andrew Clifford provides his thoughts on the current state of play. https://www.platinum.com.au//Th/Macro-Overview-March-2021

07.01.2022 The drug development industry has to challenge itself and evolve every day, which makes it a treasure trove for investments. Portfolio manager, Dr Bianca Ogden, shares her enthusiasm for biotechs and how they are changing healthcare. https://www.platinum.com.au//Biotechs-Proving-Prevention-R

07.01.2022 The biotech sector has all the hallmarks of technology but with the health angle to boot. Portfolio manager, Dr Bianca Ogden discusses a selection of biotech investments in her portfolio and how they are challenging and changing the future of health care. Watch video: https://www.platinum.com.au//Biotechs-Changing-the-Future-

07.01.2022 In this Shares for Beginners podcast, Dr Bianca Ogden, virologist and portfolio manager for the Platinum International Health Care Fund, talks with Phil Muscatello on the exciting developments in health care and how her scientific background can be a strong advantage when investing in this dynamic sector. https://www.platinum.com.au//Investing-in-the-Global-Healt

06.01.2022 Check out our latest monthly updates, providing up-to-date market commentary, performance and portfolio positioning across the Platinum product range. https://www.platinum.com.au/Investing-w/Investment-Updates

06.01.2022 Most automakers will likely rack up multi-billion-dollar losses due to COVID-19. But its not all doom and gloom, our consumer team believes there are reasons for optimism with two standout stocks in mind. Read more:https://www.platinum.com.au//Automakers-Anatomy-of-a-crisi

05.01.2022 A stocks fundamentals arent the only factors at play, says portfolio manager, Clay Smolinski. More Platinum insights at: https://www.platinum.com.au/Insights-Tools/The-Journal/

05.01.2022 We are certainly living through an extraordinary period. As restrictions are being eased in much of the developed world, our CEO and CIO Andrew Clifford provides a timely update on our view on markets, portfolio positioning and performance. https://www.platinum.com.au//Th/Market-Update-4-June-2020

05.01.2022 3 reasons why portfolio manager, Dr Joseph Lai is excited about Asia. More insights at: https://www.platinum.com.au//Tapping-into-the-Rising-Asian

04.01.2022 We have stocked our pantries and loaded up on cleaning products, delivering unprecedented sales & earnings growth for FMCG companies, but what happens beyond COVID-19? Jimmy Su & Jamie Halse share their investment insights here: https://www.platinum.com.au//Your-Pantry-COVID-19-and-Beyo

03.01.2022 Andrew Clifford, CIO sits down with Douglas Isles to answer the most commonly-asked questions from our clients, focusing on recent performance and Platinums approach to investing. https://www.platinum.com.au//Andrew-Clifford-Talks-Perform

03.01.2022 "We can see potentially good outcomes from medical advances that exceed market expectations. Our edge here comes from having virologist, Dr Bianca Ogden, in the investment team." Our CEO and Chief Investment Officer, Andrew Clifford, shares a summary from our Healthcare, Asia, Japan and Europe investment teams on where opportunities lie amidst COVID-19. Read his full article here: https://www.platinum.com.au//T/Market-Update-9-April-2020

02.01.2022 Check out our latest monthly updates, providing up-to-date performance and portfolio positioning across the Platinum product range. https://www.platinum.com.au/Investing-w/Investment-Updates

01.01.2022 Sentiment doesnt reflect the challenges of our new reality with markets keen to look through any mid-term challenges many businesses will face, says our portfolio manager, Clay Smolinski. So where is Platinum currently investing? Read more: https://www.platinum.com.au///Market-Update-30-April-2020