- Created: Monday, 27 November 2017 22:25
In a recent presentation Kerr Neilson, founder and CEO of Platinum Asset Management, told the audience that the current economic environment presents a "situation that is actually quite rate". Almost all economic indicators are "extremely positive"; everything from global PMIs, to metal prices, oil prices, and even company earnings, have been on the rise. But how do you approach a bull market that may be in its latter stages? Kerr said: "Here's the problem we face as fund managers. If you go out too early, let's say by six months, you could leave 14% on the table. If you leave late, you might be down 10% within six months. So, what do you do?" To watch the full video presentation click on the link here.