A pivotal moment for equity markets has arrived.
Today, markets face high inflation, high interest rates, high energy costs, decarbonisation, deglobalisation and rising geopolitical risk. That’s a big change from the past three decades. In this environment, identifying valuation anomalies can be key to delivering attractive, long-term returns for investors. It’s also key to managing risk by holding undervalued, quality companies with less downside risk.
This video is a recording of a 30-minute live webinar with Chief Investment Officer Paul Moore on 17 April 2024. He covers:
- What the new investment landscape looks like
- How these forces will play out on equity markets this decade
- How advisers can exploit valuation anomalies for clients
- Examples of valuation anomalies.
March 2024 Managed Funds Quarterly Report
This insight is issued by PM Capital Limited (ABN 69 083 644 731 AFSL No. 230222) as the responsible entity for the PM Capital Global Companies Fund (ARSN 092 434 618), the ‘Fund’.
It contains information only and does not constitute an offer, invitation, solicitation or recommendation with respect to the purchase or sale of any securities of PGF or of the Fund. The information herein seeks to provide an insight into how and why we make our investment decisions, and is subject to change without notice. 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 ASX announcements, 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.
