Paths Diverging

The March 2019 Quarterly Report and video update below provides the latest information on the performance of PM Capital's portfolios, investment activity and market outlook.

In this video update, Paul Moore, Chief Investment Officer and Portfolio Manager, Global Strategies, explains:

  • The V- shaped recovery in the March quarter
  • The range of opportunities presented by record relative valuation disparities
  • The biggest issues facing markets now

“It may be "late cycle" but that does not necessarily mean end of cycle.”

March 2019 Quarterly Report