The high yield market was softer during the holiday shortened week, as weaker economic data pointing to slower growth finally had an effect on the market. The focus of the high yield assets class continues to be the new issue …

Back on May 19th, my colleague Heather Rupp wrote a piece titled, “The Greater Fool,” and what she wrote is so simple and straight forward, yet too many of us will just dismiss the logic with a “it doesn’t apply …

You hear us talk daily about our concerns for growth for the future and how many, especially in equity-land, seem to be painting too rosy of a picture.  A healthy dose of reality has emerged over the last month and …

I cannot help but continue to ruminate on the 2011 lows for both the 5 year and 10 year Treasury bond yields.  With all of the uncertainty created by the end of Treasury buying by the Fed and the continued …

As investors, we must keep a close eye on the consumer since consumption drives a huge portion of economic activity in this country.  Sanderson Farms, a producer of chicken that doesn’t use hormones, additives or synthetic additives, today warned of …

Once again, while the equity market limped along for the week, the high yield bond market index continues to hang in there, posting another positive return for the period. Despite the feeling we are now in “risk off” mode, given …

Click here and watch the dialog that took place on a major financial news network today, as this sums up what we have been preaching about on several different fronts.  First, the issue of the rating agencies.  We at Peritus …

Join us at Opal Financial Group’s Investment Trends Summit, which is focused on trends for the future and new strategies in investment plans.  Ron Heller, Peritus’ CEO and Senior Portfolio Manager, will be one of the speakers and the Peritus team will …

Peritus’ Ron Heller, CEO and Senior Portfolio Manager, and Dave Desmond, COO, will be attending INSITE 2011, Pershing’s Financing Solutions Conference in Florida, June 8-10.  Come check out our booth and talk to the Peritus managers.

The whole notion of active management for inefficient asset classes seems to resonate with most investors.  Our view is that high yield certainly qualifies as inefficient and therefore ideal for active management.  But perhaps what is most misunderstood is why …