Video - Tapping into Pockets of Neglect in Europe

By
Nikola Dvornak,
User

Nik is our in-house economist. Before joining Platinum in 2006, Nik worked as an analyst at the Reserve Bank of Australia (RBA), the Australian Prudential Regulation Authority.. More

04 Dec 2020

Does the surge in coronavirus infections in Europe warrant a more defensive strategy? Not necessarily. Portfolio manager, Nik Dvornak sheds light on why taking a three-year plus view on Europe can present patient investors with opportunities, including many high-innovation companies in global healthcare, travel, luxury brands and retail.

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