CLEARLY DIFFERENT INVESTMENT MANAGEMENT

RESEARCH & INSIGHTS​

Throughout our history, Perissos has focused on building the best possible understanding of global economies and markets. These unique insights drive our innovative investment engine.

Investment Market Commentary

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Perissos believes the study of cause/effect relationships in financial markets is key to timely asset allocation decisions.

As we study current and past economic environments we write about our findings and analysis in our Market Memos and share them here.

Our market memos are designed to keep our clients up-to-date with relevant market insights so they always know our thoughts on the state of the economy and its implications for investment and asset class risk/return profiles. 

Market Memo (Interest Rates Part II)

Insight
A historical perspective, particularly examining past policy missteps, can offer valuable insights as we navigate this uncertain economic landscape.

Market Memo

Insight
Economic outlook
Over the last couple of years, small talk has gone from, “What do you think of this weather?” to “Can you believe how expensive groceries are?” or “Can you believe mortgage rates are 7%?” We humans are myopic and expect the future to be somewhat similar to the recent past.

Market Memo

Insight
I wrote about the Government’s budget deficit in August of last year. (You Can Read It Here) I believe the deficit issues facing many countries will determine the direction of global asset prices, particularly bonds. I don’t foresee the ballooning of debt and deficits being an issue this year, but it will be a major issue in the near future.

Market Memo

Insight
Economic outlook
In my last memo (read it here), I described the asymmetrical nature of market returns this year. This year has been one of the most difficult years for a diversified portfolio. When comparing a portfolio to a benchmark, the key is to choose an appropriate benchmark that represents and has a similar allocation to the portfolio being analyzed. Most investors naively choose to compare their portfolio to the S&P 500.

Market Memo

Insight
Economic outlook
In my last memo (you can read it here), I wrote about the massive surge in the Government’s budget deficit and that they would have to issue an enormous amount of debt to fill the gap. I went on to explain that the yield on treasuries would rise if there were not enough demand for the needed supply.

3Q 2023Recap & 4Q 2023 Outlook

Insight
Economic outlook
Stocks and bonds were both impacted by a chain of events during the third quarter. It started with rising oil prices, which caused inflation to re-accelerate in August.
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Investment advisory services are offered through Perissos Private Wealth Management, an Oklahoma registered investment advisor. This site is published for residents of the United States only. Investment advisor representatives of Perissos Private Wealth Management may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all the services referenced on this site are available in every state and through every advisor listed.
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  • Brandon VanLandingham
  • 3030 NW Expressway
    STE 200 #330 Oklahoma City,
    OK 73112
  • 405.212.9690
  • brandon@perissosprivatewealth.com
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