Insights

Alex Warnaar

Quebrada Blanca II – Visiting a high-altitude Andean copper mine

31st Jan 2024

Andrew Russell

Meetings with key oil producers reinforce PM Capital’s view on energy stocks

10th Jan 2024

Kevin Bertoli

Copper supply: recent developments

22nd Dec 2023

Kevin Bertoli

Grupo Mexico: low-cost exposure to copper

22nd Dec 2023

David Murray

Australia’s Energy Transition Seeks the higher Fruit

5th Dec 2023

Andrew Russell

Energy & lithium - the fundamental attraction

7th Nov 2023

John Whelan

PM Capital Podcast - John Whelan - Siemens

6th Nov 2023

David Murray

Bond risks awaken - The importance of active investing

24th Oct 2023

Paul Moore

Recognising opportunities where valuations look rewarding

19th Oct 2023

Jarod Dawson

The Enhanced Yield Fund - September 2023 Quarterly Update

19th Oct 2023

Kevin Bertoli

US bet paying off for Flutter Entertainment

30th Sep 2023

Alex Warnaar

PM Capital Podcast with Alex Warnaar - Fletcher Building

8th Sep 2023