“A market for stock pickers and not for broad credit exposure”: Jarod Dawson

PM Capital

There has certainly been a lot to digest over the past 12 months – a couple of missteps in China, Europe’s seemingly endless commitment to quantitative easing, the Fed finally starting to raise interest rates to then recently stalling, the Brexit and locally the RBA deciding to cut interest rates to an all-time low of 1.75%. Jarod Dawson, our Fixed Income Portfolio Manager at PM CAPITAL discusses the Fund’s outlook for the coming year in light of these events. “The upcoming market situations will create pockets of volatility, which is great for us an investors with a substantial amount of the Fund (almost 50%) sitting in cash. We are now in a position to invest some of this capital to help the Fund deliver on its long term objectives”. (VIEW LINK)

PM Capital

We aim to build long term wealth together with our co-investors by finding and exploiting investment anomalies around the world, using a focused, patient and considered approach to finding simple investment ideas.


equities fixed income pm capital credit market Pmcapital


Please sign in to comment on this wire.