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.
Subscribe to receive quarterly insights via email from Garry Laurence, Global Equities Portfolio Manager.
What an extraordinary financial year. We started off with accelerating economic growth which continued into the end of January. However, COVID-19 shut down China and then turned into a pandemic around the world.
What an extraordinary decade global markets have enjoyed since coming out of the global financial crisis in 2009. Global markets have been driven by the US market, with the S&P 500 up 256% in USD while the MSCI emerging markets index was only up 49% in USD.
2020 has started off in the most unexpected fashion. Economic fundamentals were picking up in January and were particularly strong. However, the pace of the spread of COVID-19 globally has been faster than many had expected or could have feared. Read the full update.
What a difference three months can make in sentiment and performance in equity markets. While the MSCI world index was down 11% for the December quarter, all these loses were made back in the March quarter.