In early 2017 we identified debt and the unsustainably high property prices as the key risks to the Australian economy. In particular we were concerned about the unwinding of the wealth effect as investors began to feel the pinch of a weaker property market. We believed this would manifest itself through poorer consumer sentiment and consequent drop in spending.
Going Global: Curiosity Rewarded
Chief investment Officer Vasilios Piperoglou discusses some of the more surprising investment plays from the Collins St Global Fund & Collins St Value Fund
