The trade lines are about to be redrawn: which companies will be winners and losers?
The geopolitical tectonic plates are curling and cracking in 2024.
There are shooting wars in Ukraine and Gaza.
Meanwhile, there are elections almost everywhere. And some of those elections could reshape their region.
So how should investors think about geopolitics and its effect on their portfolios?
In this video I discuss what we believe are the biggest geopolitical issue of our times. Then talk about the complexity of investing decisions in times of change – and why that change creates opportunity as well as risk.
Learn more
At Platinum Asset Management, we believe in Thinking Differently. We believe that successful investing requires active management, resilience, and a focus on long-term value. By being forensically curious, questioning conventional wisdom and asking better questions, our team unearths investment opportunities in companies whose value and prospects are yet to be fully recognised. Find out more here.
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Andrew joined Platinum as a founding member in 1994 in the capacity of director and Deputy Chief Investment Officer. Previously he was a Vice President of Bankers Trust Australia covering Asian equities and managing the BT Select Market Trust - Pacific Basin Fund.
In May 2013 Andrew was appointed Chief Investment Officer (CIO). Andrew was the portfolio manager for the Platinum Asia Fund until December 2014 and is co-manager of the Platinum International Fund. In July 2018 Andrew was appointed CEO (General Manager) of the Platinum Group. Andrew assumes this role in addition to his CIO role and portfolio management responsibility for the flagship fund, the Platinum International Fund and other global equity funds and mandates.
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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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Andrew joined Platinum as a founding member in 1994 in the capacity of director and Deputy Chief Investment Officer. Previously he was a Vice President of Bankers Trust Australia covering Asian equities and managing the BT Select Market Trust -...
Expertise
Andrew joined Platinum as a founding member in 1994 in the capacity of director and Deputy Chief Investment Officer. Previously he was a Vice President of Bankers Trust Australia covering Asian equities and managing the BT Select Market Trust -...
Expertise
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