Lights out?

Steve Sargent, a non-executive director of Origin Energy Ltd, and prior CEO of GE Australia, where…

louis vuitton

Retail – Double digit Growth!

An aspect of PPM’s investment philosophy is a belief that even in difficult industries great…

An Insurer that ticks our boxes

Insurance is fundamental to any properly functioning, modern economy and we are always open to…

Netflix

Disney goes direct

Content and Distribution Wars or an astute progression? On the surface, there seems to be a power…

Qube

Disruptor or Beneficiary?

There has been much market talk about the potential effect of Amazon entering the Australian market…

Australia’s Achilles Heel?

This article follows an earlier article in the May PPM Insights Index Funds - the untold risks. It…

Building in the Back Blocks (in China)

Hugh MacNally, PPM Executive Chairman and Portfolio Manager, recently went to the Chinese Province…

tpg

Is TPG “Free”?

The potential for TPG, a company with a reputation as a low cost provider in fixed broadband, to…

Index Funds

Index Funds – the untold risks

The advocacy of index funds has reached fever pitch. However, the critical element omitted in this…

AGL – A well-executed strategy and a long term view has its rewards

AGL is a core position for many PPM IMA portfolios. Underpinning the investment thesis for AGL has…