paul moore

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

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 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

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

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

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

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

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

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

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