In this recently recorded webinar, Co-Chief Investment Officer and co-portfolio manager for Platinum’s global strategies, Clay Smolinski and co-portfolio manager for our Asia ex-Japan strategies, Cameron Robertson provide a timely update on the market, covering the ongoing economic recovery and evidence of inflation, recent Chinese regulatory activity, and the pockets of wild excess evident in specific markets. Against this market backdrop and with consideration for Platinum's investment approach, they also discuss the drivers of recent returns and key investment opportunities.
Webinar Abridged Transcript
Webinar Slides
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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.