• PM Capital Podcast - Recognising opportunities where valuations look rewarding

  • 2023/10/22
  • 再生時間： 9 分
  • ポッドキャスト

PM Capital Podcast - Recognising opportunities where valuations look rewarding

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  • The September 2023 Quarterly video update provides the latest information on the performance of PM Capital's portfolios, investment activity and market outlook.

    In this video Paul Moore, Chief Investment Officer, discusses:

    • Interest rates being the driving force behind market movements
    • The risk of not earning an acceptable rate of return from passive allocations and the need for good investors to be doing something that others are not
    • The importance of valuation, where valuations still look rewarding and recent additions to the portfolio


    Hosted on Acast. See acast.com/privacy for more information.
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あらすじ・解説

The September 2023 Quarterly video update provides the latest information on the performance of PM Capital's portfolios, investment activity and market outlook.

In this video Paul Moore, Chief Investment Officer, discusses:

  • Interest rates being the driving force behind market movements
  • The risk of not earning an acceptable rate of return from passive allocations and the need for good investors to be doing something that others are not
  • The importance of valuation, where valuations still look rewarding and recent additions to the portfolio


Hosted on Acast. See acast.com/privacy for more information.
続きを読む 一部表示

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