Macro Overview: A Cautious Approach is Warranted, But Opportunities Still Prevail

Andrew Clifford,

Andrew co-founded Platinum in 1994 as the Deputy Chief Investment Officer, having worked alongside Kerr Neilson for several years at Bankers Trust and perfecting the craft of uncov ... More

03 Oct 2023

In late September, Platinum CEO and Co-CIO Andrew Clifford sat down with investment analyst Julian McCormack to discuss global markets. Andrew discussed the need for caution in the US, why Japan is now an attractive investment destination and some incredible growth opportunities in China - particularly in the delivery, travel and auto sectors. Meanwhile, while concerns linger about a possible economic recession, we’re focusing on attractively valued companies that may have already had their recession.

Audio was recorded on 21 September 2023.