Australian equities update

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In his regular reporting season review, Perpetual’s Head of Equities, Paul Skamvougeras, assesses the latest company results and discusses:

  • the companies and sectors that delivered good results – including the standouts in the retail sector
  • how steel producer, BlueScope, produced an outstanding result
  • some surprisingly positive operational moves by the major miners.

Paul also takes a look at the themes likely to drive the market over the coming months, including the outlook for Australian banks and for a range of companies that have benefited from record low interest rates. 


Like to know more about Perpetual’s approach to investing in Australian equities?