The Journal - Market Insights Direct From Our Team
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In this presentation, Platinum’s portfolio managers will share with investors and advisers their views and insights on the current market conditions around the world and where Platinum is finding investment opportunities during this prolonged period of low interest rates.

To view the slides of the presentation please click here.

  • Start to 19:15 min – Andrew Clifford: Providing clarity around the current situation in world markets.
  • 19:15 min to 37:31 min – Clay Smolinski: Specific stocks Platinum is investing in during a prolonged period of low interest rates.
  • 37:31 min to 48:33 min – Andrew Clifford: Where Platinum sees the opportunities in global markets.
  • 48:33 min to 54:55 min – Kerr Neilson: Brief commentary on global markets.
  • 54:55 to Finish - Q&A with Kerr Neilson, Andrew Clifford & Clay Smolinski.

 

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. The above material may not be reproduced, in whole or in part, without the prior written consent of Platinum Investment Management Limited.

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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