In the below articles, Michael O’Dea and Matt Sherwood from Perpetual’s Multi Asset team share their perspectives on the most recent developments of the continuously evolving Coronavirus situation and the related implications on financial markets, the global economy and policy responses. Read their daily insights here and stay up to date about what the developments mean for investors.
Thoughts on the market
- Review of the overnight developments
- Update on the global economy & financial markets
- Summary of the most recent policy responses
- Coronavirus update
Latest Update: 25 May 2020 - Could the next cycle be weaker than the last?
Perpetual’s Multi Asset team invests across a diverse range of strategies, regions and sectors. Find out more here, contact our Adviser Services team on 1800 062 725 or speak to your Business Development Manager today.
Visit our COVID-19 Insights Hub for economic and market updates to keep you informed as the situation evolves.
Years of experience: 20
Years at Perpetual: 5
Michael is Head of Multi Asset for Perpetual Investments. In this role he is responsible for the suite of Multi Asset Funds and capital markets research.
Michael joined Perpetual in June 2014 and has 18 years finance industry experience. Prior to joining Perpetual Michael worked at JANA for 13 years, and held a number of positions across research, consulting and portfolio management, including Head of Investments, Implemented Consulting.
Earlier in his career Michael held a variety of positions at UBS, Morgan Stanley and Barclays Capital in both Australian and the United Kingdom.
Michael holds a Bachelor of Business (Economics and Finance) from RMIT University and is a Vincent Fairfax fellow.
Years of experience: 24
Years at Perpetual: 14
Matt Sherwood is Perpetual’s Head of Investment Strategy, Multi Asset. In this role, Matt is responsible for monitoring, analysing and forecasting earnings growth, interest rates, currencies, economic growth and policy implications across major regions.
Matt joined Perpetual Investments in 2005 and his viewpoints and analysis of international developments are frequently sought by policymakers, opinion leaders and investors in Australia and Asia. These include television news networks such as Reuters, CNN and Bloomberg in Asia and Sky News, SBS and the ABC in Australia. His opinions have appeared in many newspapers including the Wall Street Journal, Washington Post, the New York Times and Australian Financial Review.
Matt has previously been a panel member which discussed macro issues with the US Federal Reserve on a quarterly basis and has briefed the BIS on several occasions on balance sheet issues facing the global economy. His current research focus is on the global trade war and whether monetary policy can prevent a serious downdraft in growth and regional sharemarkets.
Matt is a published author of the book titled ‘Intelligent Investing’ and began his career as a Senior Economist at the Reserve Bank of Australia, where he gained significant experience in monetary policy formulation and undertook detailed research into the equity risk premium, currency markets and business investment.
Matt has a Bachelor of Business from the University of Newcastle and a Masters Degree in Economics (Finance and Econometrics) from the University of Sydney. Matthew has also held a lecturing position with Kaplan Education (formally FINSIA) between 1997 and 2010 and has also lectured MBA classes from Case Western Reserve University in the United States.Loading...