John joins David again to discuss the current market uncertainty and how Bronte Capital is choosing to invest.
John covers several key topics that are currently being discussed by investors such as Russia’s invasion of Ukraine, the impact China’s Covid-Zero policy is having on supply chains, as well as green technology and the capital expenditure necessary to allow countries to go entirely carbon zero.
Finally, John touches on where Bronte is currently looking for opportunities today, including countries in central and eastern Europe such as Poland.
John has been a financial markets professional since 1999 and is Chief Investment Officer, Founder and co-owner at Bronte. John was Head of Financials at Platinum Asset Management and its youngest partner. After Platinum listed in 2007,
*Please note that the majority of research Koda produces and distributes is client-access only. Subscribing to the insights distribution list will only give you access to publicly available Koda reports.