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
Webinar Recording: Company Results – August 2022
With a swathe of company results coming out in late July and early August PPM Chairman Hugh…
PPM announced as finalist in the IMAP 2022 Managed Account Awards
Private Portfolio Managers has been announced as a finalist for the IMAP 2022 Managed Account…
IMAs and SMAs explained
Individually Managed Accounts (IMAs) and Separately Managed Accounts (SMAs) enable clients to…