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Famed investment manager declares speculative mania in global stocks

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Platinum International is one of Australia’s most widely held professional investment managers, and its CIO, Andrew Clifford, is worried. On a historical basis, he and his team fear that global markets are heading into bubble territory, with potentially catastrophic consequences for investors.

In this frank and informative conversation, Platinum’s Andrew Clifford and Julian McCormack discuss:

  • The sectors of global markets that most concern them (hint: it’s not Amazon)
  • Historical precedents for today’s imbalances
  • The five most concerning pieces of data for long term investors
  • Whether to take profits for those who bought the dip, and
  • How to find value in today’s market, across equites, commodities and other assets.
     

You can access this and previous episodes of the Your Wealth podcast now on iTunesPodbeanSpotify or at nabtrade.com.au/yourwealth

If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.

 

    

Peter Switzer is one of Australia’s leading business and financial commentators, launching his own business 20 years ago. This information was produced by Switzer Financial Group Pty Ltd (ABN 24 112 294 649), which is an Australian Financial Services Licensee (Licence No. 286 531). All prices and analysis at 16 December 2019. This material is intended to provide general advice only. It has been prepared without having regard to or taking into account any particular investor’s objectives, financial situation and/or needs. All investors should therefore consider the appropriateness of the advice, in light of their own objectives, financial situation and/or needs, before acting on the advice. This article does not reflect the views of WealthHub Securities Limited.