PM Capital Global Companies Fund

Markets have bounced back significantly since the volatile days approaching Christmas last year. Where does that leave valuations now? A 2-minute snapshot on why I'm...

The below chart tracks the proportion of the different sectors of the US stock market over the past 218 years: Source: Global Financial Data While there are...

The last two weeks have been at odds with our expectations – the market has gone into capitulation mode judging by price action and record outflows. The ‘late cycle’...