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
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.
Pleasingly, the portfolio performed well during the August reporting season, with many core holdings meeting or exceeding market expectations. However, our focus is not on near term “meets” or “beats”, but rather how companies and management teams continue to position themselves for the medium to longer term.
After a flurry of activity in the March quarter, there were fewer changes to the holdings within the portfolio. In this edition, we take a deep dive into our key holding "AUB Group", general Fund activity and outline our outlook on what lies ahead.
The emergence of COVID-19 has given rise to incredible volatility in global financial markets, as we have all grappled with uncertainty regarding the duration and severity of the disease with regards to both, health and economic impacts. We discuss how the portfolio is positioned in aggregate and what changes have been made, given the magnitude of market moves over the last weeks.
Unsurprisingly, given a strong 2019, in early 2020 most people are now bullish and risks that dominated the headlines such as trade war, recession, and political uncertainty have seemingly faded to be little more than distant memories. In this newsletter, we discuss key contributors and detractors over the quarter and current portfolio positioning.