In a recording of his live 28 November presentation, Chief Investment Officer and Portfolio Manager Paul Moore gives a market and portfolio update.
Paul discusses:
- Why the record valuation disparities in the market are showing signs of turning and the opportunity they represent
- The positioning of PM Capital's global equities strategy to take advantage of these changing conditions and how that can translate into future returns
- Insights into what’s ahead for investors
"We are at an inflection point in markets - a particularly interesting time, but one that also presents significant opportunities for investors willing and able to back their research and instincts."
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This presentation reflects opinions as at the time of writing and may change. PM Capital may now or in the future deal in any security mentioned. It is not investment advice.
