Be alert! High VUCA ahead! - key takeouts

Expert Panel  |  18 February 2020  |  1.00 CE

Our diverse panel of experts debates which of the high-conviction propositions they heard during Markets Summit 2020 resonated most strongly, and which they disagreed with most - and the portfolio construction implications.

Presentation  (59 mins)  |  Podcast


Tim Farrelly is Principal of farrelly’s Investment Strategy (Sydney).
Mike Faulkner is Group CIO and Portfolio Manager at River and Mercantile Asset Management (Texas).
Charles Jamieson is Executive Director and CIO at Jamieson Coote Bonds (Melbourne).
Christopher Joye is Chief Investment Officer and Portfolio ...

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