The Great Race to zero
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 valuation disparities and how we’re positioning ourselves in global equities.
"One could sell Apple and Disney and use the cash to buy all of the companies in the German index. It simply highlights how stretched valuations are in both directions."
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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.
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