The Journal

With social distancing measures around the world relaxing, many of us might be considering a return to the gym or fitness classes... or are we? Some say it takes 21 days to form a habit (a study suggested anywhere from 18-254^[1]), so how many of us may decide to make a permanent...

We are aware that there are two fake sites impersonating Platinum’s website at "platinumasset.net" and “platinumassetmanagement.ltd”. We are in the process of having them taken down.

...

We are certainly living through an extraordinary period. As restrictions are being eased in much of the developed world, we provide an update on our view on markets, how the portfolio is positioned and performance.

Our net exposure to markets in the portfolio is often seen as a guide to how we feel about the world, though one must be careful not to confuse a net exposure of 86% in the PWP - International Fund, as indicative of unbridled optimism (95% long, 9% short as at 27 May 2020).

The global healthcare sector has undergone significant change over the past 20 years with more to come, largely driven by advances in the dynamic biotech sector. Involved in such things as antibody therapies, protein engineering, gene editing, immunology and diagnostic tools, the biotech...

Automakers are likely to be among the businesses most acutely impacted by COVID-19. Over the next 12 months, most will likely rack up multi-billion-dollar losses that we will read about on the front pages of the financial press. However, accounting losses only tell half the story. Chief...