I recently attended the Bank of America Merrill Lynch 22nd Annual Financials CEO Conference in London. With financials being such a large weighting in global, and local, equity indices and the interest rate cycle turning up, attending this conference has given me genuine insight into the prospects for UK and... Show More
Angela Merkel has been re-elected German Chancellor for a fourth term. A strong domestic economy (record low unemployment) and high standards of living have understandably contributed to Germans’ satisfaction with the current state of affairs, and wanting more of the same. Show More
PM Capital's Chief Investment Officer Paul Moore and Portfolio Manager John Whelan recently completed a research tour of the United Kingdom, Ireland and Spain. In this video, Paul and John review their tour, sharing insights which show us that some current market beliefs are misconceptions, and that new opportunities are... Show More
Following his initial commentary on Monday 29 June, Paul Moore provides further commentary in a video update on the UK Referendum. "The overall situation is very different to previous growth scares as it is a political event as opposed to normal economic cycle issues playing out. So one does have... Show More
Evidence is beginning to support a long, slow-growth expansion in the Eurozone. One of Livewire’s contributors, Nick Griffin of K2 Asset Management, who’s based in London is pretty bullish on Europe, "the stocks there are the cheapest in the world". He explains further why he is excited about Europe in... Show More
Last week we laid out the first two of our "Anti Forecasts" of events that will NOT happen in the next six months. This week we release the next two, which are focused on Europe. The first call is that "The European Periphery will NOT be tested again in 2015,... Show More
Paul Moore shares some observations following his recent visit to Europe. “In terms of zero rates in Europe - that, to me, is the most interesting aspect of markets today. What does it really mean when you can get 0% on a 10 year Swiss government bond? I don’t think... Show More