Video – Defensive Stocks Not So Defensive After All?

James Halse,

Jamie joined Platinum in 2011 as an analyst covering consumer stocks and became portfolio manager of the More

28 Jun 2022

US consumer stocks have taken a hit this year. Rate rises, geopolitical issues, withdrawal of fiscal stimulus and excess inventory are all taking their toll on company sales and profit margins. Portfolio manager Jamie Halse sat down with investment specialist Julian McCormack in early June to discuss his thoughts on current valuations, why defensive companies aren’t necessarily great investments and where he is finding value outside the US.

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