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…
September 30, 2023
Market Commentary September 2023
PPM’s Quarterly Market Commentary and Outlook for Q4 2023 includes a brief summary of key markets,…
July 26, 2023
Webinar Recording: July 2023
PPM Executive Chairman Hugh MacNally and Portfolio Manager Peter Reed update the comments made in…
July 17, 2023
Market Commentary June 2023
PPM’s Quarterly Market Commentary and Outlook for Q3 2023 includes a brief summary of key markets,…
June 30, 2023
Letter from Taiwan
This missive comes to you from Taiwan where PPM is visiting IT companies. In the portfolios we have…
May 17, 2023
Webinar Recording: May 2023
PPM Executive Chairman Hugh MacNally and Portfolio Manager Peter Reed update the comments made in…
May 17, 2023
Interest rates have gone down
Hugh MacNally, PPM Chairman and Portfolio Manager discusses the importance of interest rates in…
April 18, 2023
Market Commentary March 2023
PPM’s Quarterly Market Commentary and Outlook for Q2 2023 includes a brief summary of key markets,…
February 16, 2023
Webinar Recording: February 2023
PPM Executive Chairman Hugh MacNally and Portfolio Manager Peter Reed update the comments made in…
January 17, 2023
A Return to Normalcy
After a significant re-adjustment of valuations over the last year, we feel that a wide range of…