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

Anne Anderson is a Non-Executive Director and formerly Managing Director at UBS Asset Management Australia (Sydney).

Jacob Mitchell

Jacob Mitchell is Founder, CIO and Lead Portfolio Manager with Antipodes Partners (Sydney).

Jonathan Windust

Jonathan Windust, CFA, is a Portfolio Manager and Deputy Chief Investment Officer with Milford Asset Management (Auckland).

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