A virologist and portfolio manager talks COVID-19, healthcare stocks and what the future holds


Manage episode 257043897 series 2362606
By NAB. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

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 COVID-19, 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.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth

If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.

108 episodes