paul moore

PM Capital tackles a big issue with Listed Investment Companies

PM Capital

The arguments for using Listed Investment Companies (LICs) are numerous and the burgeoning LIC offering on the ASX means investors now have more choice than ever. One of the biggest frustrations for many investors is the fact that LICs will often trade at a discount to their Net Tangible Assets... Show More

Executive Series - PM Capital Chairman & CIO, Paul Moore

CommSec

CommSec's Tom Piotrowski speaks with PM Capital Chairman & CIO, Paul Moore about the performance of the PM Capital Global Opportunities Fund (PGF) and his recent trip to Europe, including asset values in Spain and Ireland: Show More

On the ground: Insights from Europe

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

Betting on the Trump trade?

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

Paul Moore: It’s time to think differently

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

Paul Moore: It’s time to think differently

Livewire Exclusive

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

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Paul Moore on catching the banking wave

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

Why sitting still can be the most positive thing you can do.

PM Capital

The usual stock market mantra is that you sell on the rumour and buy on the fact. With a significant rally ensuing after Donald Trump’s surprise election win, is it the same here? Should you sell now that the new President has been inaugurated and the risks of a Trump... Show More

Fundamentals will always ‘trump’ fear – Paul Moore

PM Capital

The reaction of the markets was instructive on the day of the election results. Once the outcome was known, Asian and European markets placed their bets and markets sold off. By the end of the following day’s US trading, they were proved to be 100% incorrect. So even with a... Show More

Executive Series - PM Capital Chairman & Chief Investment Officer, Paul Moore

CommSec

Tom Piotrowski speaks with PM Capital Chairman & Chief Investment Officer, Paul Moore about his view on interest rates and sectors where he sees growth To view more Executive Series interviews, visit: https://www.commsec.com.au/market-news/executive-series.html Show More

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Dylan wins a Nobel Prize. Times they are a changin’ in the markets too.

PM Capital

Paul Moore, Chief Investment Officer and founder of PM CAPITAL, says recent noise in investment markets linked to specific events such as Brexit has hidden the fact that the world is at an inflection point. Interest rates may have hit their lows after an historic bull run and he says... Show More

It is critical that one looks forward and not backwards when assessing risk reward | Paul Moore

PM Capital

Given the external shock created by Brexit and the initial impact on our UK and European Investments, our CIO Paul Moore provides a further update on Brexit and the global markets in our June quarterly video update. "So clearly with Brexit it is a more difficult environment; uncertainty has increased.... Show More

"The most dramatic turn-around in financial markets I have ever witnessed": Paul Moore on the Brexit

PM Capital

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

Brexit: Avoid the gravitational pull of short term emotion

PM Capital

Our CIO Paul Moore reflects on the markets reaction to last week’s UK Referendum, "The most important issue, when an event of this magnitude has occurred, is to ensure that one avoids the gravitational pull of short term emotion and ensure that decisions are made based on what is going... Show More

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Strategy - The art and science of beating the market

Livewire Exclusive

In this session from Livewire Live we delve into the strategies of three active managers to understand how they generate market beating returns. Topics discussed include the starting point for selecting stocks, how to generate new investment ideas and knowing when to sell in winning and losing positions. Matthew Kidman... Show More

What’s the magic in picking stocks?

Livewire Exclusive

For most investors identifying new opportunities is a perpetual challenge. So how do professional fund managers set about narrowing down the universe of stocks into market beating investments? Steve Johnson, Chief Investment Officer at Forager Funds, says it boils down to understanding your strengths and focusing on your competitive advantages.... Show More

Why should Australian investors have a greater focus on investing offshore?

PM Capital

Paul Moore, CIO and founder of PM CAPITAL discusses with CommSec’s Tom Piotrowski why he believes investing globally currently provides a better risk reward proposition for Australian based investors. Firstly, investors get access to "businesses that are selling twenty to thirty per cent cheaper than similar companies here in Australia".... Show More

Executive Series - PM Capital Chairman & Chief Investment Officer, Paul Moore

CommSec

CommSec’s Tom Piotrowski speaks with PM Capital Chairman & Chief Investment Officer, Paul Moore about the company’s Global Opportunities Fund (PGF) To view more Executive Series interviews, visit: https://www.commsec.com.au/market-news/executive-series.html Show More

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Investing principles for all market conditions

PM Capital

Paul Moore, Founder and Chief Investment Officer, of PM CAPITAL believes that in order to consistently deliver outstanding returns you need to be doing something different from the crowd. For over 30 years PM CAPITAL has used the same three guiding principles to help build a unique investment track record.... Show More

An increasingly process-driven world..

PM Capital

Paul Moore, CIO at PM CAPITAL believes that “three quarters of so-called active managers are now ‘closet indexers’ in an investment world that has become increasingly process-driven”. Speaking at a lunch in Sydney yesterday, Moore further detailed that the high level of indexing and ETFs may be contributing to the... Show More

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