KEY THEMES IMPACTING THE AUSTRALIAN MARKET IN 2017

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In this video, Perpetual’s Head of Equities, Paul Skamvougeras, discusses investment themes that include:

  • our active investment philosophy and how this is differentiated from a passive, index-based approach
  • the thirst for yield and why the important question to ask is about sustainability, not the gross yield on offer
  • what a housing market downturn could mean for banks and retailers
  • the energy sector and how the major players compare.

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