Julian joined Platinum in 2001 as an investment analyst, but then left in 2002 to travel the world.
Upon returning he spent eight years working in metals and.. More
Platinum's Investment Specialist Julian McCormack speaks with nabtrade's Gemma Dale on the huge disparity between the valuations of growth and value stocks.
While Australia’s tech darlings have achieved spectacular share price growth, the global tech behemoths continue to dominate markets. These ‘growth’ companies are trading on eye watering multiples in many cases, while less glamorous companies languish on valuations well below their long run averages. The divergence in valuation between growth and value stocks has not been this great since 1999.
So what is an investor to do? In this podcast Julian McCormack discusses:
Macro Overview - June 2019
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