Monthly Archives: May 2015
Upcoming Conference
Peritus’ Ron Heller and Rhondell Sawyer will be attending the INSITE™ 2015 conference in Orlando, Florida from June 3rd to the 5th. Be sure to visit them at booth #608 to learn more about Peritus’ strategy and products.
Energy Markets: There Will be Winners and Losers
We are ardent believers that the recent decline in the price of oil is temporary given continued demand growth (which will likely only accelerate at lower prices) and our expectation that worldwide supply will decline at current prices; in short, …
Time to Go Active
Earlier this week we saw one of the major financial publications feature an article about how active management has outperformed passive management so far in 2015. While their article and data focused on equity funds, we believe that the same …
Upcoming TV Appearance
Peritus’ Chief Investment Officer, Tim Gramatovich, will be a guest on CNBC’s “Closing Bell” today, May 18th, at 3pm ET.
Rates and Returns, 2013 versus 2015
Given the recent move in Treasury yields, with the 10-year U.S. Treasury yield up over 30bps in just the last 30 days, the concern about interest rate risk is heating up again. As we have written about in the past, …
A Look at High Yield Bond and Equity Valuations
There has been talk in the media recently about high yield being overvalued at current levels. However, we feel that historical metrics indicate that we are nowhere near a point of overvaluation; rather, there is still value to be had …
Upcoming TV Appearance
Tim Gramatovich, Chief Investment Officer at Peritus, will be a guest on BNN’s “Business Day” on Wednesday, May 6th at 2:30pm ET.
RSS Feed
