Paul Moore, Chief Investment Officer at PM Capital has enjoyed a stellar run investing in cyclical stocks that surged ahead since Trump's election victory. In the video below, he explains the drivers of the reflation trade, and whether the market has room left to run. Show More
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
It’s been a rough start to the year for most investors, but particularly those without international exposure. Most major stock indexes have fallen substantially and each day brings another statistic from 2015 showing that outside the FANG stocks (i.e. Facebook, Amazon, Netflix and Google) the US virtually suffered a bear... Show More