News & Insights

In a series of video interviews, Barrow Hanley CEO Cory Martin sits down with Australia’s Inside Network and offers a range of insights into value investing in a changing market.

The Perpetual Ethical SRI Fund, one of Australia’s first ESG funds, celebrated its 20th birthday last month. To celebrate, we take a look back at some of the Fund’s highlights, the process and performance.

Vince Pezzullo, Perpetual's Deputy Head of Equities, joins Alec and Bryce from Equity Mates on the Equity Mates Investing podcast.

We recently sat down with ifa.com to unpack how 2022 and beyond shapes up for some of the most discussed and desirable asset classes in wealth. This includes the trends advisers see in the sought-after Active ETF market and how advisers and clients can gain accessible and affordable allocation to not just ESG related initiatives, but also some of the most budding innovation themes we see right now.

As an active value manager, we like investing in companies where we believe there are hidden assets not being properly valued by the market. Sometimes it takes a demerger for parts of a business to really show their worth. Portfolio managers Anthony Aboud and Sean Roger share their insights.

For some investors, the development arcs, decision-making and corporate culture of large companies remains relatively set and businesses can be easily pigeonholed. But for portfolio managers Anthony Aboud and Sean Roger, the lifecycles of companies can create significant opportunities …especially if the right demerger occurs at the right time.

Recent steller performances by nickel, lithium, uranium and iron ore drove some metal prices to new highs while zinc, copper and aluminium all closed the month stronger. Clarke Wilkins, Senior Equities Analyst, responsible for the resources and energy sectors, looks at the major commodities and the sectors and stocks that have caught his eye.

Perpetual’s Australian equities team spent much of February and early March analysing those listed companies that reported on their performance over the quarter or half year to 31 December 2021. Results were generally strong, with better-than-expected revenues somewhat offset by lower margins and much higher than expected working capital. Here are a few sector and stock trends we see.

We are excited and humbled to win the Multisector Fund of the year at the 2022 Morningstar Fund Manager of the year awards.

Some Perpetual funds use both shorting strategies and long positions in their attempts to generate a return for investors. But with equity markets performing well in 2021, is there still a place for shorting companies and sectors the investment team feels are overvalued?

Persistent high inflation has several implications for credit markets, which we believe need to be managed via both fixed and floating rate strategies. There are also options for investors looking to mitigate the impact of inflation on the defensive part of their portfolios.

The market for responsible investments in Australia has soared in recent years and grew exponentially throughout 2021. However, Perpetual Ethical SRI Fund portfolio manager Nathan Hughes says a range of factors must be considered when assessing a company’s ESG status holistically.