Webinar Recording: May 2023

PPM Executive Chairman Hugh MacNally and Portfolio Manager Peter Reed update the comments made in…

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…

Economic return to normalcy

A Return to Normalcy

After a significant re-adjustment of valuations over the last year, we feel that a wide range of…

Market Commentary Q2 2021

Market Commentary December 2022

View PPM’s Quarterly Commentary for December 2022.

Howard Marks

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.

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