Executive Series 25 Jan 23: PM Capital Co-Portfolio Manager,  Equities, Kevin Bertoli Part 1
CommSec

Executive Series 25 Jan 23: PM Capital Co-Portfolio Manager, Equities, Kevin Bertoli Part 1

2023-02-08
In part 1 of this 2 part series, PM Capital’s Global Opportunities fund Co-Portfolio Manager,  Equities, Kevin Bertoli speaks with Tom Piotrowski about factors driving the Asian market at the moment and its impacts on global growth. In particular, the pair touch on the importance of China’s reopening, as well as the value in Ali Baba, and the commodity sector broadly leading into 2023. Commonwealth Securities Limited ABN 60 067 254 399 AFLS 238814 (CommSec) is a wholly but non-...
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