Netflix

Disney goes direct

Content and Distribution Wars or an astute progression? On the surface, there seems to be a power…

Qube

Disruptor or Beneficiary?

There has been much market talk about the potential effect of Amazon entering the Australian market…

Australia’s Achilles Heel?

This article follows an earlier article in the May PPM Insights Index Funds - the untold risks. It…

China investment

Building in the Back Blocks (in China)

Hugh MacNally, PPM Executive Chairman and Portfolio Manager, recently went to the Chinese Province…

tpg

Is TPG “Free”?

The potential for TPG, a company with a reputation as a low cost provider in fixed broadband, to…

Index Funds

Index Funds – the untold risks

The advocacy of index funds has reached fever pitch. However, the critical element omitted in this…

AGL

AGL – A well-executed strategy and a long term view has its rewards

AGL is a core position for many PPM IMA portfolios. Underpinning the investment thesis for AGL has…

Bailador is making its mark in Aussie tech – a direct discussion with David Kirk

David Kirk, the chair of listed ‘expansion stage’ information technology investment company…

microsoft

How to create a digital ‘dividend’

Organisations need to set themselves up to embrace all the technological changes happening around…

The benefits of blending a global approach to Aussie shares

Why managed accounts are taking off with investors

There’s been lot of talk around the financial services industry regarding managed accounts and…

Australian Shares

The benefits of blending a global approach to Aussie shares

Income and capital preservation are two of the main aims of many investors, especially retirees,…