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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.

Market Memo (Government Deficits)

Insight
Ever since Trump won the election, there’s been a lot of buzz about government deficits and their impact on bond yields. Let’s break it down without getting too technical.

10 Market Themes for Q4 2024

Insight
10 Market Themes for Q4 2024

Investing Based on Politics is a Bad Idea for Your Retirement Portfolio

Insight
As the 2024 presidential election approaches, Americans are preparing to vote in what polls forecast to be a tight race. Like many investors, you may wonder how the election outcome could affect financial markets and whether you should change your investment strategy.

Market Memo

Insight
Let’s say you have access to two different banks in different countries, and each one offers different interest rates. One bank is in Japan, and it gives loans at a really low interest rate, maybe 0.5%. The other bank is in the US, and it offers savings accounts that pay a higher interest rate, like 5%. You think, “If I can borrow money cheaply from the Japanese bank and then invest it in the US, where I earn more, I can make a profit!”

10 Market Themes for Q3 2024

Insight
10 Market Themes for Q3 2024

2Q 2024 Market Update

Insight
The topic of interest rate cuts continues to dominate the financial markets. Investors are focused on when the Federal Reserve will lower rates, all while keeping a close eye on corporate earnings and valuations.