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In-focus and Perspective will keep you informed about what’s going on in Australian and international economies and markets. They provide timely and topical articles from various Perpetual investment specialists, as well as fund manager profiles and stock stories.
In-focus – quarterly newsletter for financial advisers
Issue 3 2008Perspective – regular economic review for financial advisers
Recession, recovery or something in between?
With global oil prices down 22% from their peak and credit market woes continuing, investors are asking if global and Australian economic conditions are likely to stabilise or worsen.
Matthew Sherwood, Senior Manager, Investment Markets Research at Perpetual Investments finds that both economies are likely to moderate but avoid recession and that low-risk earnings and sustainable dividend growth are the keys to investment performance going forward.
A crude end to 2007/08, but some light at the end of the yearOver the past eight months global sharemarkets have been hit hard by the credit market turmoil and record oil prices.
Matthew Sherwood, Senior Manager, Investment Markets Research at Perpetual Investments discusses the market outlook which is likely to be rough in the next few months in the wake of a tougher earnings environment, but may improve as investors look through the cycle.
July 2008
The 21st century energy crisis
By the mid-1980s most market analysts had assigned the1970s energy crisis into history, but with oil prices more than doubling over the past 18 months, the problem has resurfaced.
Matthew Sherwood, Senior Manager, Investment Markets Research at Perpetual discusses the increased risk for the global economy and sharemarket of a permanent rise in the oil price and what investors can do.
Five inconvenient truths about sharemarkets
Over the past five years global economic growth has been strong and inflation low, but higher oil prices have seen this change. Matthew Sherwood, Senior Manager, Investment Markets Research at Perpetual discusses why this shift in the macro outlook has changed some old rules of share investing and where the opportunities are in the new environment.
Survivor: US economy – the tribe has spoken
The vote is in. Analysts believe the US economy is falling into recession. How long will it last? What are the sharemarket implications? Are we passed the worst? Matthew Sherwood, Senior Manager, Investment Markets Research at Perpetual answers these questions and discusses why the sharemarket leaders in this new environment are likely to change.
The clash of titans - the US Fed vs the sharemarket bears
Global sharemarkets have declined sharply in January as fears intensify that the US economy could go into recession. Matthew Sherwood, Senior Manager, Investment Markets Research at Perpetual examines the drivers of the recent sell-off and whether the recent US rate cut will improve the sharemarket outlook or cause bigger problems down the line.