With the yield on the ASX remaining below 4 per cent for some time, there are concerns around whether the market is in a structurally lower income environment or if it is a lull in the cycle.
In this interview, co-portfolio manager Sean Roger joins Livewire Markets' Chris Conway to discuss the drivers influencing the market right now, where he sees the most reliable income and which sectors are out of favour for now.
Watch the video for the full interview or see more on Livewire Markets.
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About Sean Roger and Perpetual equities
Sean is co-portfolio manager for Perpetual’s SHARE-PLUS Long-Short Fund and Perpetual Pure Equity Alpha Fund, as well as co-portfolio manager for the Perpetual Equity Investment Company (ASX:PIC).
Perpetual is a pioneer in Australian quality and value investing, with a heritage dating back to 1886. We have a track record of contributing value through “active ownership” and deep research.
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