Webinar Recording: July 2023
PPM Executive Chairman Hugh MacNally and Portfolio Manager Peter Reed update the comments made in…
Market Commentary June 2023
PPM’s Quarterly Market Commentary and Outlook for Q3 2023 includes a brief summary of key markets,…
Letter from Taiwan
This missive comes to you from Taiwan where PPM is visiting IT companies. In the portfolios we have…
Webinar Recording: May 2023
PPM Executive Chairman Hugh MacNally and Portfolio Manager Peter Reed update the comments made in…
Interest rates have gone down
Hugh MacNally, PPM Chairman and Portfolio Manager discusses the importance of interest rates in…
Market Commentary March 2023
PPM’s Quarterly Market Commentary and Outlook for Q2 2023 includes a brief summary of key markets,…
Webinar Recording: February 2023
PPM Executive Chairman Hugh MacNally and Portfolio Manager Peter Reed update the comments made in…
A Return to Normalcy
After a significant re-adjustment of valuations over the last year, we feel that a wide range of…
Market Commentary December 2022
View PPM’s Quarterly Commentary for December 2022.
Howard Marks makes a Good Point – Markets are more volatile than economies
To paraphrase the much-admired investor Howard Marks, in real life things go from pretty good to…
Fixed & Floating Rate Securities versus Cash. It’s time…
Portfolios of directly held Fixed & Floating Rate Securities not only significantly enhance income…