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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 will be a guest on the Business News Network today, July 14, 2015, at 2pm ET.

  • 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.

  • Peritus’ Chief Investment Officer, Tim Gramatovich, will be a guest on CNBC’s “Closing Bell” today, May 18th, at 3pm ET.

  • Tim Gramatovich, Chief Investment Officer at Peritus, will be a guest on BNN's “Business Day” on Wednesday, May 6th at 2:30pm ET.

  • Peritus’ Chief Investment Officer, Tim Gramatovich, is scheduled to appear on CNBC’s “Closing Bell” on Wednesday, April 8th, at 3:45pm ET and Bloomberg’s “Street Smart” on Thursday, April 9th, at 4pm ET.

  • Tim Gramatovich, Peritus’ Chief Investment Officer, will be a guest on CNBC’s “Closing Bell” on Wednesday, March 25th at 3pm ET.

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