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A virologist and portfolio manager talks covid19, healthcare stocks and what the future holds

Platinum’s Dr Bianca Ogden has a PhD in virology, and manages their Global Healthcare Fund. On this podcast, Platinum’s Julian McCormack told investors to take money off the table in 2019, saying sectors of the market were hugely overvalued. So what are they saying now?

Platinum’s Dr Bianca Ogden has a PhD in virology, and manages their Global Healthcare Fund. On this podcast, Platinum’s Julian McCormack told investors to take money off the table in 2019, saying sectors of the market were hugely overvalued. So what are they saying now?
 

In this timely podcast, Bianca and Julian discuss the current market panic and what investors should consider, including:

  • The spread of Covid19, and how long a vaccine is likely to take
  • Why washing your hands is effective against viruses
  • How markets are responding to uncertainty
  • When equities will start to look safe again, and 
  • Long term opportunities in sectors that have been crushed.