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Podcast

Macro Overview: A 'Garden Variety' Correction or Much More?

It’s been another challenging quarter for markets. Co-CIO and portfolio manager Clay Smolinski sat down with investment specialist Julian McCormack in late June to share his thoughts on inflation, the weakening US consumer, Covid lockdowns in China and the energy crisis in Europe - and what they all mean for markets and Platinum's portfolios.


Audio abridged transcript is available here.

You can also view the latest Platinum Trust Funds Quarterly Report here.

Audio recorded on 23 June 2022.

Disclaimer DISCLAIMER: The above information is commentary only (i.e. our general thoughts). It is not intended to be, nor should it be construed as, investment advice. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. Before making any investment decision you need to consider (with your financial adviser) your particular investment needs, objectives and circumstances.
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