PM Capital Global Companies Fund

In this video I look at the 'Great Race' to zero interest rates globally amid economic torpor and record market highs, how record low yields are driving record...

A few years back a 15-year old girl, Natalie Clark, got up at the annual general meeting of one of USA’s biggest companies, Bank of America. Others – adults - would...

Portfolio Manager John Whelan says investors may be overly bearish on European stocks. In this snapshot video, John reflects on the findings of his recent research...

"''Don’t be evil.' Googlers generally apply those words to how we serve our users. But 'Don’t be evil' is much more than that. Yes, it’s about providing our users...

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’...