Latest insights

Global investment theme: Materials (Copper)

The final of a series of updates on our Global strategies' investment themes, Portfolio Manager Kevin Bertoli describes:

Global investment theme: Global oligopolies

Part of a series of updates on our Global strategies' investment themes, Chief Investment Officer Paul Moore describes:

Around the twist - Avoiding market distortions the key for investors in 2021

The December 2020 Quarterly Report and video update below provides the latest information on the performance of PM Capital's portfolios, investment activity and market outlook.

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