Live preview mode. Wire is not yet published.
Kerr Neilson from Platinum says he's investing in Europe before things really take off
Kerr Neilson from Platinum says he's investing in Europe before things really take off. Neilson said he currently sees good investment value in the region. He is not focused on defensives in Europe; in fact the fund has been cutting back on the defensives and instead moving into financials, which he sees as the next sweet spot in the market. We're going after the jugular, we're not looking for defensives in Europe; we want to participate in the improvement. The timid can still buy fairly defensive companies, but we don't think that's where you're going to make any money around the world at all.
Never miss an update
Enjoy this wire? Hit the ‘like’ button to let us know.
Stay up to date with my current content by
following me below and you’ll be notified every time I post a wire
Tom McKay is the Co-Founder and Managing Director of Livewire. Tom's passionate about democratising access to high quality investment ideas and insights, so all investors can make more informed and successful investment decisions.
1 topic
Tom McKay is the Co-Founder and Managing Director of Livewire. Tom's passionate about democratising access to high quality investment ideas and insights, so all investors can make more informed and successful investment decisions.
Expertise
Tom McKay is the Co-Founder and Managing Director of Livewire. Tom's passionate about democratising access to high quality investment ideas and insights, so all investors can make more informed and successful investment decisions.
Expertise
Comments
Comments
Sign In or Join Free to comment