Shifting Sands: The Cycle Looks to Have Changed - Should Your Investments Change Too?

In this recently recorded webinar, "Shifting Sands: The Cycle Looks to Have Changed - Should Your Investments Change Too?”, Investment Specialists Julian McCormack and Henry Polkinghorne provide a cautionary view of the deflating US equity bubble, the ongoing threat that abnormally high levels of inflation pose to asset prices, and a look at how the current situation is quite different for the Chinese economy. Given this market environment, Henry reflects on recent performance and current positioning of the Platinum International Fund – positioning away from the herd and the bubble conditions that we see predominantly in the USA, and finding opportunities in businesses temporarily out of favour – true to our investment approach and philosophy.
 

Webinar Slides