Livewire interview with Andrew Clifford and Hamish Douglass

By
Andrew Clifford,
User

Andrew co-founded Platinum in 1994 as the Deputy Chief Investment Officer, having worked alongside Kerr for several years at Bankers Trust and perfecting the craft of.. More

25 Mar 2019

James Marlay at Livewire Markets interviews our own CEO & CIO Andrew Clifford and Hamish Douglass from Magellan Financial Group to discuss our different investment approaches to global markets.

Part 1 - Interview: https://youtu.be/tkqTRrcnKvY

Topics discussed:

  1. Understanding the similarities and differences between the investment approaches employed by Platinum and Magellan.

  2. How Andrew and Hamish view the outlook for global equities considering the current macro-economic backdrop.

  3. US vs China: Where are the best opportunities and what are the biggest misconceptions about global investing.

  4. The most exciting long-term opportunities in global equities right now.


Part 2 - Q&A: https://youtu.be/yRCiL5NT5yk

Topics discussed:

  1. The outlook for China vs US.

  2. ​How they deal with currency when investing offshore.

  3. The impacts from the rapid rise of passive investing.

  4. Is money flowing back into Asian markets?

  5. What they perceive to be the biggest opportunity that the market is missing today.


​Andrew & Hamish also had the opportunity to pitch a question to each other and this leads to a fascinating conversation on the techniques they use to manage the behavioural biases we all suffer from.


DISCLAIMER: This information has been prepared by Platinum Investment Management Limited ABN 25 063 565 006 AFSL 221935, trading as Platinum Asset Management ("Platinum"). It is general information only and has not been prepared taking into account any particular investor’s investment objectives, financial situation or needs, and should not be used as the basis for making an investment decision. You should obtain professional advice prior to making any investment decision. A copy of the latest product disclosure statement for the Platinum International Fund is available from Platinum’s website www.platinum.com.au. Past performance is not a reliable indicator of future performance.
The market commentary reflects Platinum’s views and beliefs at the time of preparation, which are subject to change without notice. No representations or warranties are made by Platinum as to their accuracy or reliability. To the extent permitted by law, no liability is accepted by Platinum or any other company in the Platinum Group®, including any of their directors, officers or employees, for any loss or damage arising as a result of any reliance on this information.