Our Platinum International Fund Portfolio Manager, David Steinthal discusses the K-shaped economy, tariffs, the investment challenge of the AI-boom and how a market with wide variations in performance across regions, sectors and companies suits his investment style.
He also takes a deep dive into some Fund holdings including Amazon and Intercontinental Exchange, a leading exchange business with a long history of consistent performance.
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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.