25 Nov 2022
Key Topics
- The market is acting rationally and will recover
- Fundamentals will be back in focus
- Diversification and not over-paying for companies is key
- De-carbonisation, de-globalisation and de-dollarisation
With an investment career that has spanned multiple regimes, crises, and bear markets, Patrick Hodgens from Firetail Investments discusses how the current inflation and rates-driven market compares to what he has witnessed before. He also shares his thoughts on some of the key aspects around protecting capital and the ‘non-negotiables’ when assessing investments.
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