Risks and Opportunities in today’s market

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Created: Monday, 27 November 2017 22:25

In a recent presentation Kerr Neilson, founder and CEO of Platinum Asset Management, told the audience that the current economic environment presents a "situation that is actually quite rate".  Almost all economic indicators are "extremely positive"; everything from global PMIs, to metal prices, oil prices, and even company earnings, have been on the rise.  But how do you approach a bull market that may be in its latter stages?  Kerr said: "Here's the problem we face as fund managers.  If you go out too early, let's say by six months, you could leave 14% on the table.  If you leave late, you might be down 10% within six months.  So, what do you do?"   To watch the full video presentation click on the link here.