In the first of our 2023 Funds in Focus adviser webinar series, portfolio manager James Halse discusses the Platinum International Brands Fund. James focuses on the Fund’s investment philosophy, recent performance, the outlook for the consumer sector and portfolio positioning. Key investment themes discussed include China’s reopening, under-appreciated Japanese stocks, health and active lifestyles, and our thoughts on the pandemic beneficiaries and expensive "defensives".
Webinar Slides
Disclaimer
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