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.
When it comes to value investing the best opportunities generally come from sectors which are either being ignored or are not popular. We like finding situations where the share price factors in a lot of the bad news and does not consider any positive surprises. Generally, there is no obvious positive catalyst which can be very frustrating for non-value investors. Read more.
When analysing if a company could be a core long term investment, we believe we need to make a call on the quality of the management team and the company culture. Two questions we ask ourselves are: Is the management team the best in their industry? Is there a good culture within the company? These questions are subjective but extremely important in our investment decision for our core long term positions.
According to some recent reports, value investing is dead - a widow-maker. There are a few points though, which we think are important and need to be made. Anthony Aboud discusses them in detail.
Experience enables us to identify quality companies in Australia and overseas; mistakes can sharpen our focus and present new opportunities. Portfolio Manager Anthony Aboud takes a deep dive into a recently uncovered opportunity.