PM Capital Podcast - Enhanced Yield Fund Quarterly Update - September 2023
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PM Capital Podcast - Enhanced Yield Fund Quarterly Update - September 2023
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Summary
The September 2023 Enhanced Yield Fund video update provides the latest information on the performance of the Fund, investment activity and market outlook.
In this video Jarod Dawson, Portfolio Manager discusses:
- What PM Capital saw in markets and how the Fund performed
- Where to find value in the Australian bond market and what to be thinking about when considering longer dated bonds
- Opportunities and outlook going forward
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