In this Market Insights video, CIO Paul Moore considers:

  • Why the COVID-19 panic has created investment opportunities in quality companies that will play out over the next decade
  • How ‘going with the flow’ will produce inadequate investment returns
  • Why volatility is starting to move to the growth and momentum sectors of the market, while the rotation to ‘value’ has much further to run

The content reflects opinions as at the time of publication and may change. PM Capital may now or in the future deal in any security mentioned. It is not investment advice.

Want to be the first to learn about our insights and events? Subscribe below!

More on the Global Companies Fund

More on the ASX-traded Global Opportunities Fund