Letter from Taiwan
This missive comes to you from Taiwan where PPM is visiting IT companies. In the portfolios we have…
Interest rates have gone down
Hugh MacNally, PPM Chairman and Portfolio Manager discusses the importance of interest rates in…
A Return to Normalcy
After a significant re-adjustment of valuations over the last year, we feel that a wide range of…
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…
Monetary Policy and Price Stability
Remarks by Jerome H. Powell Chair Board of Governors of the Federal Reserve System.
IMAs and SMAs explained
Individually Managed Accounts (IMAs) and Separately Managed Accounts (SMAs) enable clients to…
Insights into Brexit
PPM, recently had the opportunity to speak to The Honourable Alexander Downer, AC to discuss his…
Managing equities portfolios with large CGT issues
One of the difficult problems an advisor has to contend with is dealing with large CGT issues in a…
Global SMA portfolios provide a direct investment diversification alternative
With the Australian share market representing only 1.7%* of global share market value and being…