From Santa slump to Santa surge

The December 2019 Quarterly Report and video update below provides the latest information on the performance of PM Capital's portfolios, investment activity and market outlook.

In this video update, Paul Moore, Chief Investment Officer and Portfolio Manager, Global Strategies, explains:

  • How in 12 months markets have moved from short-term weakness to record highs
  • Why we're at the crucial double inflation point
  • Where the opportunities and risks now lie

“Typically when get these inflection points in markets investors don't really understand where the true risks lie.”


December 2019 Quarterly Report