Conventional asset allocation - will it meet your expectations after the inflection in interest rates?
In the video below, taken from the recent PM Capital Adviser Forum, Chief Investment Officer Paul Moore discusses why equities still stack up versus other asset classes, particularly government bonds. He also comments on modern asset allocation and why advisers and their clients need to think differently.
I'm PM Capital’s founder, CIO, first investor in our Global Companies Fund and its portfolio manager since its inception in 1998. Across all of our funds we invest independently, with integrity and in the best interests of of our co-investors.