The Price of Panic: Why Market Timing Costs More Than You Think
Market timing versus long-term investing – it’s a choice that really shows up during times like…
Flash Crash?
Howard Marks, the respected investor, made one of the most insightful comments on the relationship…
Market Volatility is Common: However, Long-Term, The Important Thing is Earnings
Howard Marks, the highly respected investor and observer, commented that while markets can swing…
Letter from Taiwan
This missive comes to you from Taiwan where PPM is visiting IT companies. In the portfolios we have…
Interest rates have gone down
Hugh MacNally, PPM Chairman and Portfolio Manager discusses the importance of interest rates in…
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…