Business Development Manager, John Palmer, interviews Co-Portfolio Manager, John Whelan in our latest podcast.

In this next episode, John Palmer talks to John Whelan about the Irish Homebuilders sector. The main questions put to John include:

• What initially attracted PM Capital to the Irish Home Builders sector?
• With the ongoing energy crisis, the fear of a recession in Europe and the UK is high, is this the same story in Ireland?
• What does it mean for house prices if the demand for housing in Ireland is still strong, but banks are constrained on the ability to lend?
• What were the key takeaways for our portfolio holdings Cairn Homes and Glenveagh Properties from the European reporting season?

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