Business Development Manager, John Palmer, interviews Co-Portfolio Manager, John Whelan in our latest podcast.
In this next episode, John Palmer talks to John Whelan about the Irish Homebuilders sector. The main questions put to John include:
- What initially attracted PM Capital to the Irish Home Builders sector?
- With the ongoing energy crisis, the fear of a recession in Europe and the UK is high, is this the same story in Ireland?
- What does it mean for house prices if the demand for housing in Ireland is still strong, but banks are constrained on the ability to lend?
- What were the key takeaways for our portfolio holdings Cairn Homes and Glenveagh Properties from the European reporting season?
This insight is issued by PM Capital Limited ABN 69 083 644 731 AFSL 230222 as responsible entity for the PM Capital Global Companies Fund (ARSN 092 434 618) and the PM Capital Australian Companies Fund (ARSN 092 434 467), the "Funds". It contains summary information only to provide an insight into how we make our investment decisions. This information does not constitute advice or a recommendation, and is subject to change without notice. It does not take into account the objectives, financial situation or needs of any investor which should be considered before investing. Investors should consider the Target Market Determinations and the current Product Disclosure Statement (which are available from us), and obtain their own financial advice, prior to making an investment. The PDS explains how the Funds' Net Asset Value are calculated. Past performance is not a reliable guide to future performance and the capital and income of any investment may go down as well as up.
