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Peritus’ Blog

Read Peritus’ regular insights and commentaries on a variety of topics, from markets and the economy to specific industries.

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See our daily and weekly updates on the high yield market.

Recent Writings

Of Elephants and Rates – January 2014

As we enter 2014, we see several themes.  The economic consensus appears to believe that the “recovery” is in the beginning stages and the global all clear sirens have sounded,  and that Fed tapering will lead to higher interest rates across the board.  While this interest rate move may happen in the short run, demographics, liability driven investing, and a lack of global growth may surprise everyone and take interest rates nowhere.  We see the high yield market as positioned well in the year ahead irrespective of rates and that in a trendless 2014, true active management in all asset classes will be required.  Click here to view our year-end piece, “Of Elephants and Rates.”

Strategies for Investing in a Rising Rate Environment – December 2013

With unemployment still elevated, very moderate global growth, minimal inflation, and the Fed explicitly clear in the message that tapering does not mean tightening, all the while extending their low interest rate policy for the next couple years, it is unclear that a rapid rise in rates is on the horizon, especially given the big move we have already seen. But for the sake of argument, let’s assume that rates do rise even further.  What does that mean for the high yield market and the various “strategies” out there to deal with rising rates?  Click here to read our recent piece.

  • Tim Gramatovich was interviewed by TheStreet in a segment entitled, “Massive Outflows Do Not Spell Doom for High Yield Market” on Thursday, August 14, 2014.

  • Peritus’ Tim Gramatovich will be a guest on Bloomberg TV’s “Street Smart” on Wednesday, August 13th at 3:45pm ET and Business News Network’s “Business Day” program on Thursday, August 14th at 3:50pm ET.

  • As a reminder, Ron Heller, CEO of Peritus, will be a guest on Fox Business Network’s “After the Bell” on Tuesday, July 29th at 4pm ET.  Ron will also be featured on the ETF Store Show on Tuesday, July 29th at 9am CT.

  • Ron Heller, CEO of Peritus, will be a guest on Fox Business Network’s “After the Bell” on Tuesday, July 29th at 4pm ET.

  • Ron Heller, CEO of Peritus, was interviewed in the article, "Why junk-bond ETFs could drop in the next 1 to 3 months," by Ben Eisen of MarketWatch, July 23, 2014.

  • Peritus was mentioned in the following articles:

    • “Actively Managed ETFs Show Continued Growth,” by ETF Trends, July 16, 2014.
    • “Projecting Bond Total Returns For Rising Rates,” by Brad Kenagy, July 15, 2014.

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