News & Insights

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

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.

‘Miracle’ elections do happen. Just look at 2019. But are they miracles or just polling errors? And are polling errors unique or do they occur all the time and we just don’t notice? We look at this and other factors influencing markets and policy as Australia heads to the polls.

In this conversation, Portfolio Manager of Perpetual’s Ethical SRI Fund, Nathan Hughes and State Street’s Country Head of Australia, Tim Helyar discuss responsible investing in Australia, investor sentiment, market access, and innovation across the asset management Industry.

In history there are decades where not much happens, and there are months where decades happen. Covid-19 has had far reaching effects on how economies function, where we work and how firms do business, and that process is on-going. Matt Sherwood, Head of Investment Strategy, Multi Asset, discusses his outlook and important factors for 2022.