Platinum boss Andrew Clifford has doubled down on his conviction that the days of high valuations for concept stocks are coming to an end.
It’s not the first time Mr Clifford has sounded off on the spectacular returns that investors with no regard for profits or moats have enjoyed. But this time, the Platinum chief investment officer has the bond market on his side.
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Vesna Poljak is the Companies editor. She was previously the Markets editor with a special interest in the investment industry, hedge funds and accounting. She is based in the Sydney newsroom. Connect with Vesna on Twitter. Email Vesna at vpoljak@afr.com
