COVID-19 INSIGHTS Keeping you informed

As a fundamental investor, we look for good quality businesses which are out of favour in the short term. This can be for a myriad of reasons, one of which can be a cyclical downturn in the demand for the company’s product or service. Anthony Aboud shares where he sees current opportunities.

Agriculture as a sector is largely uncorrelated to, and unaffected by, COVID-19. There have been other pressures, notably the severe drought on Australia’s east coast. As many companies started to feel the impact of the drought, share prices fell to levels well below our assessment of fair value.

Perpetual’s Anthony Aboud and Nathan Hughes share their insights on the continuously evolving COVID-19 situation and how they are investing in this environment.

In this environment, Perpetual’s principles of looking for companies with a strong balance sheet, good management team and market leadership are critical.

Volatile market moves in the months ahead are on the radar. With so much up in the air, we think this is a time for careful analysis and steady allocation of money into pockets of opportunities. Read our deep dive.

In this environment, Perpetual’s principles of looking for companies with a strong balance sheet, good management team and market leadership are critical.

An understanding of the government’s political motivations and willingness to keep the economy on life support may highlight investment opportunities.

For every action there is a reaction. How will unintended consequences of actions today influence our investment decisions tomorrow?

Equity markets continued to be volatile in the last week as they reacted to competing news and events. We look at some of the key areas of focus including how can retailers cope with the COVID shutdown?

As we close out another week of extraordinary market volatility, for those invested in Australian equities we share some key areas of focus and how they are impacting portfolios.

Perpetuals’ Michael O’Dea, Head of Multi Asset and Matt Sherwood, Head of Investment Strategy, Multi Asset shed light on the most recent developments in financial markets, the global economy following the daily evolving Coronavirus situation. Read their insights here.

Perpetual’s Michael O’Dea and Matt Sherwood share their insights on the most recent developments of the continuously evolving COVID-19 situation, implications on financial markets, the global economy and policy responses and how they deal with it from a portfolio construction perspective.

The recent turmoil in financial markets triggered by the COVID-19 global pandemic is a significant episode of market volatility, punctuating the history of financial markets. We talk about the warning signs coming into the crisis and discuss how we have positioned our Funds as a result.

At a time when markets are increasingly volatile and the news cycle seems to bring nothing but bad tidings, we’re keeping a close eye on markets and companies to assess the impact of the changing economic landscape.

There’s so much noise. Market volatility, the impact of COVID-19 on the global economy, an abundance of risk. Where there is risk however, there’s usually opportunity, even if it doesn’t seem immediately apparent.

The sea of red on your screens only tells half of the story; the other half comes from value investors, and it’s not all bad news.

With insurance premiums likely to increase by 20-30%p.a. over the next few years, we provide some key considerations to help plan now for a more secure financial future.

We discuss how you can protect your legacy and distribute your wealth to the people and causes closest to your heart.

As part of the COVID-19 government stimulus packages, the minimum pension withdrawal requirements for account-based pensions (‘ABPs’) has been reduced. Hugh Lovibond, Senior Adviser, Perpetual Private explores what these changes mean for a retirement income and how reducing pension drawdowns could help to protect your super balance.

Having a good solid plan in place will help ensure that investors avoid overtrading, locking-in losses and ultimately destroying the value of their investment portfolio.

Kyle Lidbury, Head of Investment Research, Perpetual Private, provides an update on how the coronavirus continues to unfold globally and the subsequent volatility we’ve seen in markets over the March 2020 quarter.

Find out how the coronavirus (COVID-19) pandemic continues to impact the current state of markets, economic measures and investment portfolios.

Perpetual examines the Australian Federal Government’s second economic stimulus package and economic and investment market consequences of coronavirus (COVID-19).

Perpetual examines the economic and investment market consequences of coronavirus (COVID-19) and what this means for investors.

The Government has recently announced changes to distribution guidelines for Public and Private Ancillary Funds and Endowments. Jane Magor looks at what this means for philanthropists and at the bigger picture of giving in a time of crisis.

Under the JobKeeper payment, businesses and not-for-profits significantly impacted by the Coronavirus (COVID-19) outbreak may be able to access a wage subsidy from the government to continue paying their employees. This assistance will help businesses to keep people in their jobs and provide momentum when the crisis is over.

The COVID-19 crisis is causing pain to many different parts of our society and economy. One area particularly suffering is the community sector as volunteers and funding dry up. Perpetual has started eight main initiatives to bring much needed help.

To maintain liquidity, NFP boards need a clear picture of cashflow requirements; what can be saved or locked away for a rainy day and what can be invested. This stands true at any point in the investment cycle.

Perpetual examines the Australian Federal Government’s second economic stimulus package, aimed at supporting individuals and businesses through the coronavirus (COVID-19) pandemic.

As the response to COVID-19 unfolds, Boards of aged care facilities should look to ensure that effective governance processes - aligned with client outcomes - are in place to safeguard their operations, staff and financial matters.

Perpetual examines the Australian Federal Government’s second economic stimulus package, aimed at supporting individuals and businesses through the coronavirus (COVID-19) pandemic.

Find out the impact of the coronavirus pandemic on not-for-profit organisations and what it means for boards and investment governance.

Data and analytics are big topics in the non-for-profit sector today. We explore the value of becoming more data driven and how organisations can turn their data into insight.

There are five things that philanthropists can do to help address critical community needs that have arisen due to the coronavirus pandemic.