Latest insights

Ausbiz - Kevin Bertoli on the current market environment

In this video, Co-Portfolio Manager, Kevin Bertoli and David Scutt from Ausbiz talk about the current market environment and discuss: The two key factors driving inflation

Four factors driving the next commodities supercycle

Co-Portfolio Manager Kevin Bertoli recently wrote an article for the Stockbrokers and Investment Advisers Association on four factors driving the next commodities supercycle.

We do not make forecasts; we make observations on valuations

The March 2022 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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