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…
Don’t leave it too late! Important succession planning considerations for SMSF Trustees
PPM has, for over 20 years been focused on successfully building the wealth of our individual…
Bad Headlines? What does the growing negative sentiment in the financial markets mean for SMSF trustees?
You may have seen the increasingly concerning headlines from the Royal Commission into Misconduct…