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.
Multi Asset - October 2019
Australian Equities - September 2019
Multi Asset - July 2019
Multi Asset - May 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.
Through November we trimmed our holdings in some of the better performing stocks in the Fund such as Unibail-Rodamco-Westfield, Qube, Orora and the Commonwealth Bank of Australia. We continue to hold relatively large positions in each of these stocks, however we looked to raise cash for deployment into other opportunities. This sees the Fund’s largest position now as Graincorp (ASX: GNC).
We have written about this unconventional period of extreme global monetary policy before. Central banks are cutting rates aggressively around the world due to low inflation and the impact of the US led global trade wars, which is driving a manufacturing recession, most obvious in Germany.
The Australian equity market extended its rally into May with the S&P/ASX 300 Accumulation Index rising 1.7%. Unlike more recent months, returns at the sector level were quite disparate. Communication Services (+7.1%) was the strongest performing area of the market and this was largely driven by a strong showing from Telstra whose share price trended higher as the company continued to make progress on its long term strategic priorities
In this newsletter, we discuss the performance of the fund as well as key stocks contributing and detracting over the month.