Skip to main content
Your browser is not up to date. We encourage you to change or update your browser to ensure the best possible experience on our site.
Webinar | CPD

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


Get your CPD credits

Platinum “Adviser Update Sep 2022” Webinar (on-demand) has been accredited for a maximum of 1 Continuing Education (CE/CPD) hours by Portfolio Construction Forum, the investment continuing education, accreditation and certification service.
While the CE/CPD hours are confirmed, they will not formally vest in your name until you confirm your attendance to the Forum. As soon as you successfully complete the CE quiz, available at the link below, you’ll receive an email from Portfolio Construction Forum. It will contain a link to immediately access your CE/CPD certificate via your complimentary Forum MyCE record on the Forum’s online learning platform (which records any CE/CPD hours you earn from the Forum's CE Affiliates and the Forum's face-to-face and online programs) so you can:
  • see the knowledge/competency areas; and,
  • store, view, print and export your CE accreditation any time.
These CE/CPD hour(s) can be used to help you meet the CE/CPD requirements of 20 governing bodies (regulators, associations, and institutes) – including ASIC, APRA, FASEA, FMA, AFA, FPA and CIMA® CE/CPD requirements.
Please now click on the button below to complete the CE quiz provided by Portfolio Construction Forum for this learning activity.

Need Help? If you have any problems with regard to the CPD, please contact Portfolio Construction Forum (phone +61 2 9247 5536 or email [email protected]).
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.

From the journal

View all
View all