Thematic: Where to for the dollar and how to play it
Thematic: Where to for the dollar and how to play it. This morning we published a video featuring fund managers Chris Stott from Wilson Asset Management and Steve Johnson from Forager Funds. The discussion focuses on the catalysts for a falling Australian dollar, some of the exposures these fund managers are seeking out to play this thematic and implications for the Australian economy. The session is hosted by Matthew Kidman who serves on the boards of a number of investment companies and has history in both business journalism and funds management. The video link and a full transcript are available on the following link. (VIEW LINK)
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