Interview with Doug Isles – Platinum Asset Management
Tuesday, March 11, 2014
Doug Isles a regular presenter at our Maher Digby client information sessions, discusses overseas markets in a recent Sky News Business program.
In the interview, he discusses how Europe, Asia and Japan are the global markets
worth exerting most effort on looking for opportunities to invest new money, given the
relatively higher valuations ascribed to domestic and US-listed companies. He also
reminds viewers that managing currency is essential as while we do want to be
exposed to the Aussie $ today, its time will come again in the future.
Here is the hyperlink : http://switzer.com.au/video/isles-20140311/
The 6 themes referred to at the end of the interview, in regard to the Platinum
International Fund, are Data and Mobility (Smartphone), the Repair of the Financial
System, Corporate Rejuvenation in Japan, Pharmaceuticals, US capex and