News & Insights

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.

A negative short report on a company you own may test your resolve, but it should not impact your investment. If anything, you should be pleased that someone has, free of charge, alerted you to something which challenges your investment thesis on a stock. In this case study, we look at the example of Bingo Industries (ASX:BIN).

Shorting in today’s market is challenging. Whether it be co-ordinated short squeezes from Reddit traders, tweets from Elon Musk or an unsympathetic media, short sellers aren’t having a great time. But who will ultimately be the real winners and losers?

In an interview with the Australian Financial Review, Vince Pezzullo, Deputy Head of Equities, praised businesses like Qantas, Flight Centre and Boral for their willingness to reinvent themselves in response to the global pandemic.

In this short video interview, Thomas Rice, Portfolio Manager of the Perpetual Global Innovation Share Fund shares how he generates and filters investment ideas and his current favourite stock, gives insights into how he adapted to COVID over the last year and where he is seeing investment opportunities at the moment.

Perpetual Investments on ESG Investing trends and outlook for 2021. Read more.

Investors in equity LICs and LITs who stayed the course over 2020 have generally done well while those who added to their holdings as discounts expanded sharply have done considerably better. Far from being yesterday’s news, these investment vehicles have shown they can be good contributors to a robust investment portfolio. Read more.

Anthony Aboud, Portfolio Manager at Perpetual Investments, shares his insights into why the resources sector could be a clear beneficiary in 2021 and beyond. Read more.

Value managers have started to deliver market-beating returns after several challenging years. But are we really seeing a long-term return to investment fundamentals at the expense of growth stocks? Read more.

As part of Livewire's exclusive series looking at The One Thing Investors Can't Ignore in 2021, Anthony Aboud believes that keeping an open mind about stock selection will be crucial next year.

It was a year like no other. Extreme volatility and uncertainty gave way to bear and bull markets, but perhaps more importantly, it presented opportunities to invest in the market.

Perpetuals’ Michael O’Dea, Head of Multi Asset and Matt Sherwood, Head of Investment Strategy, Multi Asset shed light on the most recent developments in financial markets, the global economy following the daily evolving Coronavirus situation. Read their insights here.