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
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