PM Capital | December 2019 Quarterly video update

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.”

PM Capital Quarterly – JAN 2020 Funds