News & Insights

Portfolio Manager Anthony Aboud on why investing in sustainable business models, companies generating cash flow and excellent management teams have been key to the Industrial Share Fund’s success.

The recently launched Perpetual ESG Real Return Fund is a great example of being able to leverage the capabilities of both our Australian and international businesses to deliver a unique and relevant product to market.

The Perpetual Ethical SRI Fund has a 19-year history as one of the first socially responsible funds launched in Australia. Portfolio manager Nathan Hughes looks at the opportunities he sees for the fund over the next year.

Portfolio managers Anthony Aboud and Sean Roger on why the Perpetual SHARE-PLUS Long-Short Fund sees a lot of COVID changes as transitory rather than permanent and has the short book to back up this view.

Financial markets have continued to gain ground during May and early June with developed market equities and global credit supported by continued strong economic activity. Here we take a closer look at the credit outlook.

In this interview we chat to Tariq Chotani, Equities Analyst, responsible for financials, insurance and industrials on the trends he is noting amongst the major banks.

The last 12 months in markets have sure been wild. While growth stocks and stay at home plays dominated in 2020, Q1 2021 has told a different story as value and cyclicals make their comeback. Is it time to turn short or stay long on these winners? Watch this Buy Hold Sell Livewire episode with Perpetual’s Anthony Aboud.

Value managers globally may share some common beliefs in terms of investment philosophy but their resulting portfolio characteristics and ultimate performance can vary dramatically - which begs the question: how well do you know your value managers and what differentiates Barrow Hanley in the prevailing market environment?

In this article, we chat to Clarke Wilkins, Senior Equities Analyst, responsible for the resources and energy sectors. In the interview, he offers insights into these sectors, the Perpetual investment process and the factors shaping his own personal investment philosophy.

In this short video interview, Vivek Prabu, Head of Fixed Income at Perpetual Asset Management shares how he positioned the Diversified Income Fund prior and during COVID and why downside protection for investors was only half the battle. Watch now.

Vince Pezzullo, Deputy Head of Equities discusses why cyclical stocks are an attractive part of the market and suggests eight Australian and global stock ideas to watch in the months ahead.

Shorting is tough at the best of times and extremely challenging in the current environment. However, we see great shorting opportunities in some industries, which have benefitted dramatically from the COVID-19 lockdowns. In this environment, the skills needed to read and objectively assess short reports will be vital.