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…
A Return to Normalcy
After a significant re-adjustment of valuations over the last year, we feel that a wide range of…
Market Commentary December 2022
View PPM’s Quarterly Commentary for December 2022.
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…
Webinar Recording: Company Results – November 2022
PPM Executive Chairman Hugh MacNally and Portfolio Manager Peter Reed update the comments made in…
Market Commentary September 2022
PPM’s Quarterly Market Commentary and Outlook for Q4 2022 includes a brief summary of key markets,…
Monetary Policy and Price Stability
Remarks by Jerome H. Powell Chair Board of Governors of the Federal Reserve System.
Investment Management: Avoiding the Downturns
AIOFP * CEO Peter Johnston interviews PPM Executive Chairman Hugh MacNally