It’s not surprising that the great theme of the Morningstar Investment Conference this week was the threat posed to equity portfolios by inflation and rising interest rates.
Platinum Asset Management chief executive and chief investment officer Andrew Clifford is hunting stocks that are delivering profits “here and now”. David Rowe
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James Thomson is senior Chanticleer columnist based in Melbourne. He was the Companies editor and editor of BRW Magazine. Connect with James on Twitter. Email James at j.thomson@afr.com
