Rich Pickings explores the investment beliefs and philosophies of prominent professional investors. In this episode, I'm in conversation with Andrew Clifford, co-founder, co-CIO and CEO of international equities manager, Platinum Asset Management.

The farrelly's Dynamic Asset Allocation Handbook (Dec 2021) has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. Those who attend online on-demand must complete a CE Quiz to receive CE/CPD accreditation.

What's new with our live and on-demand continuing education, accreditation and certification programs.

The Platinum "Adviser Update Nov 2021" (on-demand) Webinar has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. Those who attend online on-demand must complete a CE Quiz to receive CE/CPD accreditation.

The idea that duration is to be avoided at this stage of the cycle? It's bad economics, bad market timing, and bad risk management. It's nuts and you can clearly see it's nuts!

The Platinum "Adviser Update Nov 2021" Webinar (30 Nov 2021) has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. Delegates must confirm their attendance in order to receive CE/CPD accreditation.

The Hyperion "Alpha, inflation and passive investing in a new world" Webinar 2021 (25 Nov 2021) has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. Delegates must confirm their attendance in order to receive CE/CPD accreditation.

The Hyperion "Alpha, inflation and passive investing in a new world" Webinar 2021 (on-demand) has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. Those who attend online on-demand must complete a CE Quiz to receive CE/CPD accreditation.

The ERIG Index "Debunking common misconceptions about responsible investment" Webinar (24 Nov 2021) has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. Delegates must confirm their attendance in order to receive CE/CPD accreditation.

The Lonsec "Unpacking the S in ESG" Webinar (24 Nov 2021) has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. Delegates must confirm their attendance in order to receive CE/CPD accreditation.

What's new with our live and on-demand continuing education, accreditation and certification programs.

Updating CIMA Society members on issues relevant to your community and, for CIMA certificants, ways to help you hit your CE target.

What's new with our live and on-demand continuing education, accreditation and certification programs.

What's new with our live and on-demand continuing education, accreditation and certification programs.

What's new with our live and on-demand continuing education, accreditation and certification programs.

The Lonsec "Super Fund Research & iRate" Webinar (21Q4) has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. Delegates must confirm their attendance in order to receive CE/CPD accreditation.

The ClearBridge "Will the Public-to-Private phenomenon go global?" Webinar (26 Oct 2021) has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. Delegates must confirm their attendance in order to receive CE/CPD accreditation.

Covid-19 is a situation in which an actual virus - as well as new narratives related to it and its associated consequences - began spreading at the same time, with major economic consequences.

After initially and persistently misreading US inflation dynamics, more Fed officials are now starting to come to grips with the situation. The Fed would be well advised to catch up even faster.

What's new with our live and on-demand continuing education, accreditation and certification programs.