Clay Smolinski
Co-Chief Investment Officer and Co-Portfolio Manager – Global strategies
BCom (Murdoch)
Clay was promoted to co-Chief Investment Officer in April 2021.

From the Journal
From cheap trinkets to the DeepSeek moment
DeepSeek is another symbol of Asia’s capacity for change. But what does it mean for investors?
Notes on the end of a theme...
What happens when an investment theme comes to an end?
Europe: why President Trump's tough love is a catalyst for change
Europe is adapting to new geopolitical realities. Which companies could benefit from that change?
Are we still ‘misunderestimating’ Asia?
Investors have been underestimating Asia for decades. Now more than ever, that could be a mistake.
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