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Shifting Sands: The Cycle Looks to Have Changed - Should Your Investments Change Too?

In this recently recorded webinar, "Shifting Sands: The Cycle Looks to Have Changed - Should Your Investments Change Too?”, Investment Specialists Julian McCormack and Henry Polkinghorne provide a cautionary view of the deflating US equity bubble, the ongoing threat that abnormally high levels of inflation pose to asset prices, and a look at how the current situation is quite different for the Chinese economy. Given this market environment, Henry reflects on recent performance and current positioning of the Platinum International Fund – positioning away from the herd and the bubble conditions that we see predominantly in the USA, and finding opportunities in businesses temporarily out of favour – true to our investment approach and philosophy.

Webinar Slides

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.

From the journal

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