Back to the drawing board! - Key takeouts
Expert Panel | 03 March 2021 | 0.75 CE
Our diverse panel debated which of the high-conviction propositions they heard at Markets Summit 2021 resonated most strongly, which they disagreed with most - and the portfolio construction implications.
Panel (42 mins)
Anne Anderson is a Non-Executive Director and formerly Managing Director at UBS Asset Management Australia (Sydney).
Jacob Mitchell is Founder, CIO and Lead Portfolio Manager with Antipodes Partners (Sydney).
Jonathan Windust, CFA, is a Portfolio Manager and Deputy Chief Investment Officer with Milford Asset Management (Auckland).
