paul moore

PM Capital

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

PM Capital

The market optimism following the US election has waned but the economic recovery remains in place. Notwithstanding where we are in a political cycle, I think there has been an underestimation of the pent-up demand in the US and the effects of that being unleashed. An economic recovery was occurring... Show More

PM Capital

Interest rates and inflation have been on a downward trajectory since the late 80s, a 30 year trend. Paul Moore says 2016 was an inflection point and expects inflation to return. For the majority of investors this represents unchartered territory, so how do you approach such a foreign outlook? Show More

PM Capital

De ja vu – all over again. As part of an introduction on how to analyse banking stocks, Paul Moore, Chief Investment Officer and Chairman of PM Capital, talks about why dividends matter, why global banks are on a similar wave that used to drive Australian bank stock prices and... Show More