Welcome to the Perpetual’s Investment Insights webinars hub, where our Portfolio Managers exclusively share insights on the funds they manage, discuss their views on markets, cover where they are seeing opportunities and the fundamentals are affecting investment portfolios today, talk about portfolio construction and much more.
Australian Equities - May 2020
Multi Asset - April 2020
Multi Asset - February 2020
Multi Asset - October 2019
Australian Equities - September 2019
Welcome to the Perpetual Adviser Hub Fund Resources section. Check out the range of collateral to help you with your clients, download fund profiles and get easy access to our key fund webpages for more details.
For your interest – and for sharing with your clients – we’ve selected some of our best thinking on markets, economics and individual securities.
Perpetual publishes a range of newsletters to give you and your clients more information on our flagship investment funds. Don’t forget to sign-up if you want to receive these newsletters automatically – and to sign up to our Investing Matters newsletter which pulls together our latest investment articles across the asset class range.
Read bi-monthly insights and updates from Perpetual’s investment experts on a range of topical investment themes.
This newsletter looks at stock picks of ethical and socially responsible companies, investment trends and market moves.
Keep up to date with the latest investment opportunities we see for the Perpetual SHARE-PLUS Long-Short Fund.
This newsletter covers the market, stocks and economic updates from the investment team of the Perpetual Pure Equity Alpha Fund.
Keep up to date with the latest microcap stock picks from the managers of Perpetual’s Pure Microcap Fund.
Find out more about the stock picks and strategy of Perpetual’s Pure Value Share Fund.
Read the Global Share Fund newsletter for stock and market commentary from Garry Laurence and his team.
Check out the Fund newsletter for market updates and fund insights into Perpetual’s Diversified Real Return Fund.
Vivek Prabhu, Portfolio Manager of the Perpetual Diversified Income Fund shares his latest investment insights and portfolio updates.
Hear from Thomas Rice, Portfolio Manager of Perpetual’s Global Innovation Share Fund about his latest stock picks and portfolio insights.
In March, we saw a broad-based sell off across most risk assets, as the COVID-19 pandemic expanded in its reach and severity. Credit markets weren’t immune, with credit spreads widening significantly. We talk about Hybrid exposures within the portfolio, risk management and positive steps taken offshore.
Australia hasn’t been immune as global interest rates head ever lower and conventional monetary policy reaches its limits. Over recent months, the Reserve Bank of Australia (RBA) has publicly contemplated at what point and how they would implement unconventional monetary policy or quantitative easing (QE).
In an environment where investment return expectations are low and many defensive assets are expensive, investors are faced with either accepting lower returns or increasing their risk tolerance in order to maintain returns. We understand that investors who are making an allocation to fixed income are attracted by the defensive characteristics fixed income offers, including liquidity, low capital volatility and income.
Like many sports, a good defence is critical to winning the long game when it comes to investing. A good offence will get you on the scoreboard but a good defence will help you win the game. As strong as your offence is, if your defence is weak, you won’t get very far.