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On Europe, from Europe

CIO Paul Moore says there is somewhat of a disconnect between the gloom that is being reflected in negative interest rates, and what he personally observed in his recent European research trip (~3

Some things you can’t get from a computer screen

In this snapshot, Paul Moore says one thing he has seen on his current research trip is prompting doubts that the European economy is as bad as has been reported…

The Great Race to zero

The June 2019 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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