Webinar Replay: Q2 2014 Analysts Insights

Recorded on July 10, 2014

What are PMC's analysts hearing from portfolio managers?

The PMC Research Team speaks with investment managers under due diligence coverage on a daily basis. This webinar distills those conversations down to a few key insights that you can in turn use to prepare for your quarterly client meetings. The webinar covers:

  • Q2 performance attribution, trends, and themes
  • General consensus outlooks and portfolio positioning
  • Topical issues that have gained the attention of market participants
  • Questions from the audience

These commentaries are provided for investment professionals and for educational purposes only. The information, analysis and opinions expressed herein reflect that of the speaker, as of the date of writing and are subject to change at any time without notice. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation as it does not address or account for individual investor circumstances. Investment decisions should always be made based on the client's specific financial needs and objectives, goals, time horizon and risk tolerance. All investments carry a certain risk and there is no assurance that an investment will provide positive performance over any period of time. Information obtained from third party resources are believed to be reliable but not guaranteed. Past performance is not indicative of future results.