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This webinar from Collins St Asset Management was recorded on 9 December 2020. During this half hour webinar Michael Goldberg (Managing Director & Portfolio Manager) and Rob Hay (Head of Distribution & Investor Relations) will share: - Their contrarian insights into the Australian economy for CY2021; - Why backing the infrastructure thematic requires a flexible and 'non-consensus' mindset; and - Their top 3 stock picks for playing in the infrastructure space over the next 12 - 18 months. |
