End of Financial Year Update and Outlook – Presentation with commentary
Hugh MacNally, PPM Chairman discusses the End of Financial Year insights and PPM’s outlook on the…
Back to work as restrictions lift
During the last two weeks there have been a considerable number of companies reporting which has…
Covid-19 clusters anticipated – but moving to re-open economies
The viral infections now seem to be appearing as spot clusters and seem to be following an…
Virus Flattened? Now Economies Need to Re-Start
The problem now is how quickly economies can be opened-up again, ending the damage being done to…
PPM Insights: COVID-19 Implications by Industry
From an economic point of view the length of time that isolation measures need to remain in place…
End of March COVID-19 Update
Additional update in relation to the COVID-19 pandemic and implications for both the domestic and…
COVID-19 Update
The spread of the COVID-19 virus has increased in Europe and the US and it is presumed in emerging…
Insights into Brexit
PPM, recently had the opportunity to speak to The Honourable Alexander Downer, AC to discuss his…
Managing equities portfolios with large CGT issues
One of the difficult problems an advisor has to contend with is dealing with large CGT issues in a…
Global SMA portfolios provide a direct investment diversification alternative
With the Australian share market representing only 1.7%* of global share market value and being…
A symbiotic relationship – Value Investing and the SMA
Combining the benefits of Separately Managed Accounts (SMA) with a disciplined Value Investing…