We’re pleased to share the highlights from our recent quarterly webinar, where we demonstrated how our disciplined investment approach has delivered strong performance across all strategies this quarter. Despite ongoing market concerns around tariffs, inflation, and interest rate uncertainties, we’ve successfully navigated these challenges while maintaining our focus on long-term value creation. Our global growth strategy’s fifth consecutive shortlisting as best international strategy by the Institute of Managed Accounts Professionals validates our consistent execution and strategic vision in today’s complex investment environment.

During this comprehensive session, our investment team provided detailed insights into both domestic and global market conditions, from the Reserve Bank of Australia’s recent rate cuts to evolving opportunities across international markets. We shared our latest portfolio positioning, including in-depth analysis of carefully selected new holdings like Sonic Healthcare and ASML that reflect our forward-thinking approach to emerging market opportunities. With earnings growth—particularly in US technology—continuing to drive market strength, we explored how we’re balancing optimism with prudent risk management, ensuring our clients benefit from current market conditions while remaining well-positioned for whatever lies ahead.

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Should you have any questions or wish to arrange a meeting with one of our Portfolio Managers please contact Jill May at jm@ppmfunds.com or on 02 8256 3777.

Despite the market volatility and tariff speculation that dominated headlines over the past year, equity markets have shown remarkable resilience, recovering to levels not seen since early in the calendar year. After sharp declines in both global and Australian markets following initial tariff announcements from the US, markets have bounced back strongly. What’s particularly interesting is how the recovery has been driven by some unexpected sectors – with technology and utilities leading the charge, while traditional areas like materials and energy have struggled to keep pace. The earnings story behind these movements reveals some interesting insights about where growth is really coming from in today’s market environment.

To hear our investment team’s latest views on market positioning, portfolio performance, and their outlook for the months ahead, click the link below to access the full webinar recording.

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Should you have any questions or wish to arrange a meeting with one of our Portfolio Managers please contact Jill May at jm@ppmfunds.com or on 02 8256 3777.

We will again assess company results and provide commentary over the last quarter.

To access the recording of the full webinar please click on the link below.

Full Video

Should you have any questions or wish to arrange a meeting with one of our Portfolio Managers please contact Jill May at jm@ppmfunds.com or on 02 8256 3777.

We again assess company results and commentary over the last quarter, especially now that we are further into the interest rate tightening cycle.

To access the recording of the full webinar please click on the link below.

Full Video

Should you have any questions or wish to arrange a meeting with one of our Portfolio Managers please contact Jill May at jm@ppmfunds.com or on 02 8256 3777.

Given the continued strength in US markets and more measured performance in Australian equities, we review the latest developments in our portfolios in our August Webinar.

To access the recording of the full webinar please click on the link below.

Full Video

Should you have any questions or wish to arrange a meeting with one of our Portfolio Managers please contact Jill May at jm@ppmfunds.com or on 02 8256 3777.

After rising strongly in the March quarter, equities markets are unsettled by conflict and changed interest rate expectations.

We review what is happening in portfolio stocks.

To access the recording of the full webinar please click on the link below.

Full Video

Should you have any questions or wish to arrange a meeting with one of our Portfolio Managers please contact Jill May at jm@ppmfunds.com or on 02 8256 3777.

Half-year results for Australian companies are now starting to come in as are the quarterly and full-year results for US and other global markets.

These will be particularly interesting in light of the oscillation of interest rate expectations. Peter and Hugh look principally at the portfolio stock results after a period of extra-ordinary price movements in a number of sectors.

To access the recording of the full webinar please click on the link below.

Full Video

Should you have any questions or wish to arrange a meeting with one of our Portfolio Managers please contact Jill May at jm@ppmfunds.com or on 02 8256 3777.

PPM Executive Chairman Hugh MacNally and Portfolio Manager Peter Reed update the comments made in their quarterly report. They discuss the current financial climate, bond yields rising, and equities adapting to softening conditions.

To access the recording of the full webinar please click on the link below.

Full Video

Should you have any questions or wish to arrange a meeting with one of our Portfolio Managers please contact Jill May at jm@ppmfunds.com or on 02 8256 3777.

PPM Executive Chairman Hugh MacNally and Portfolio Manager Peter Reed update the comments made in their quarterly report.

To access the recording of the full webinar please click on the link below.

Full Video

Should you have any questions or wish to arrange a meeting with one of our Portfolio Managers please contact Jill May at jm@ppmfunds.com or on 02 8256 3777.