Every VUCA cloud has a silver lining! Key takeouts

Jacob Mitchell, Katie Hudson, Richard Quin, Daniela Jaramillo, Tim Farrelly  |  22 February 2023  |  0.75 CE

Our diverse panel of experts debated which of the high conviction propositions they heard during Markets Summit 2023 they most strongly agreed with and why, including identifying “silver linings” (investment opportunities not yet fully priced into the market) and which they disagreed with most and why - and the portfolio construction implications of both.

Presentation  (42 mins)

 

Jacob Mitchell

ABOUT THE FACULTY
Jacob Mitchell is Founder, Chief Investment Officer and Lead Portfolio Manager at Antipodes Partners, represented in A...

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