News & Insights

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.

Despite fears the recent reporting season would be a bloodbath, it’s clear that two factors contributed to a better than expected outcome: the government’s Job Keeper program subsidising costs and a change in consumption behaviours in some instances. Read more.

Uncertainty creates opportunity for investors, but the best decisions rarely feel comfortable. Perpetual’s Deputy Head of Equities Vince Pezzullo sits down with Livewire’s James Marlay to discuss how the vicious sell off in March forced him to react quickly, take action and buy oversold equities.

Stock market levels remain quite away off recent highs despite a market rebound which has been extraordinary. Interestingly, during this period of heightened market volatility, the divergence between expensive and cheap stocks has continued to grow. Head of Equities, Paul Skamvougeras discusses where he sees opportunities.

Despite the market see-saw, Perpetual’s Nathan Hughes can see good investment opportunities and deep dives into three stocks he believes are well positioned for the eventual recovery.

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.

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.

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

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

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.