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Platinum Adviser Roadshow 2013 (Video)

CIO Andrew Clifford provides an update on global macroeconomic conditions (the strength of the US recovery, the ‘basket case’ of Europe, returning confidence in Japan) and the key investment themes in Platinum’s portfolios (e-commerce, mobile, financial sector repair, Japan rejuvenation, emerging market consumer, pharma, US capex, solar energy).

Please see above a presentation by Platinum Asset Management's Chief Investment Officer, Andrew Clifford, at our Adviser Presentation in August 2013.

To view the slides of the presentation please click here.

- Beginning to 41.15 min - Main Presentation

- 41.15 min to Finish - Q&A with Kerr Neilson & Andrew Clifford

 

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. The above material may not be reproduced, in whole or in part, without the prior written consent of Platinum Investment Management Limited.

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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