February 16, 2026
Discipline Over Hype: How We Navigated Bumpy Markets in Q4 2025
It's easy to stay disciplined when markets are calm. The real test comes when volatility picks up,…
November 21, 2025
Quarterly Market Update – November 2025: Strong Results and Strategic Positioning
PPM's investment team delivered impressive results in a dynamic market environment, with the…
August 14, 2025
Quarterly Market Update – August 2025: Delivering Results in Dynamic Markets
We're pleased to share the highlights from our recent quarterly webinar, where we demonstrated how…
June 2, 2025
Quarterly Market Update – May 2025: Market Volatility and Recovery: Navigating Current Investment Opportunities
Despite the market volatility and tariff speculation that dominated headlines over the past year,…
March 10, 2025
Webinar Recording: March 2025
We will again assess company results and provide commentary over the last quarter.
November 27, 2024
Webinar Recording: November 2024
We again assess company results and commentary over the last quarter, especially now that we are…
August 23, 2024
Webinar Recording: August 2024
Given the continued strength in US markets and more measured performance in Australian equities, we…
May 13, 2024
Webinar Recording: May 2024
After rising strongly in the March quarter, equities markets are unsettled by conflict and changed…
February 27, 2024
Webinar Recording: February 2024
Half-year results for Australian companies are now starting to come in as are the quarterly and…
November 1, 2023
Webinar Recording: October 2023
PPM Executive Chairman Hugh MacNally and Portfolio Manager Peter Reed update the comments made in…
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