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

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.

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.

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