Market Commentary June 2024
PPM’s Quarterly Market Commentary and Outlook for Q3 2024 includes a brief summary of key markets,…
Webinar Recording: May 2024
After rising strongly in the March quarter, equities markets are unsettled by conflict and changed…
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…
Market Commentary March 2024
Please see the link below to PPM’s Quarterly Market Commentary and Outlook for Q2 2024. The Market…
Webinar Recording: February 2024
Half-year results for Australian companies are now starting to come in as are the quarterly and…
Market Commentary December 2023
PPM’s Quarterly Market Commentary and Outlook for Q1 2024 includes a brief summary of key markets,…
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…