Webinar Recording: October 2023

PPM Executive Chairman Hugh MacNally and Portfolio Manager Peter Reed update the comments made in…

Market Commentary September 2023

PPM’s Quarterly Market Commentary and Outlook for Q4 2023 includes a brief summary of key markets,…

Webinar Recording: July 2023

PPM Executive Chairman Hugh MacNally and Portfolio Manager Peter Reed update the comments made in…

Market Commentary June 2023

PPM’s Quarterly Market Commentary and Outlook for Q3 2023 includes a brief summary of key markets,…

Letter from Taiwan

This missive comes to you from Taiwan where PPM is visiting IT companies. In the portfolios we have…

Webinar Recording: May 2023

PPM Executive Chairman Hugh MacNally and Portfolio Manager Peter Reed update the comments made in…

Interest rates have gone down

Hugh MacNally, PPM Chairman and Portfolio Manager discusses the importance of interest rates in…

Market Commentary March 2023

PPM’s Quarterly Market Commentary and Outlook for Q2 2023 includes a brief summary of key markets,…

Webinar Recording: February 2023

PPM Executive Chairman Hugh MacNally and Portfolio Manager Peter Reed update the comments made in…

Economic return to normalcy

A Return to Normalcy

After a significant re-adjustment of valuations over the last year, we feel that a wide range of…

Market Commentary Q2 2021

Market Commentary December 2022

View PPM’s Quarterly Commentary for December 2022.