Tim Samway – Managing Director, Hyperion Asset Management; Adrian Whittingham – Director, Pinnacle Investment Management.
Recorded at a series of national lunches, Hyperion Asset Management’s Managing Director Tim Samway discusses a number of key indicators that suggest investors have made a fundamental shift towards greed, or perhaps hope.
Why in its early cycle, we are witnessing a shift from defensive to growth assets
Relative valuations of large, mid and small caps
Can capital-light businesses such as SEEK, Wotif etc. maintain their growth profile
Who will be the long term winners from the shift out of cash