The March 2018 Quarterly Report and video update provides the latest information on the performance of PM Capital's portfolios, investment activity and market outlook.

Paul Moore, Chief Investment Officer and Portfolio Manager, Global Strategies, gives his views on:

  • How tariffs could affect the world economy (but focus on the stocks)
  • How liquidity is being drained from the system
  • Why the risk/ reward proposition has changed, but that opportunities remain

“Although short term valuation discrepancies are becoming few in nature…the real long term opportunities are increasing demonstrably. It’s back to the old days of a genuine stock picker’s market.”