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Webinar Replay: Arnott Opportunities Strategy Update May 2024


In this session, Yianni and Kenny discuss the following items:

  • The investment team and Arnott Capital’s investment approach
  • The current macroeconomic risks and opportunities for the portfolio
  • How the strategy is positioned to capitalise on them
  • A deep dive into the Japan investment thematic
  • The key short opportunities
  • An audience Q&A session, providing further clarity on the uranium investment thematic and the macro factors in play.