News & Insights

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.

Australia’s electricity system is undergoing unprecedented change arising from the proliferation of renewable energy generation, but our existing energy system cannot cope with it. Read our analysis.

In this ASX Investor Update, Matt Patsky, CEO and Portfolio Manager of Trillium Asset Management explains how effecting positive change in corporate behaviour is part of their investment process to identify sustainable companies.

James Holt, Senior Investment Specialist at Perpetual joined Oran D'Arcy, National Business Development Manager at ASX to help investors understand what is meant by value and quality investing and how Perpetual defines value for investors.

It’s been a year like no other. So many adjectives have been employed to describe 2020 and with the profound shift in in the investment landscape, a different approach may be warranted in the years ahead.

As part of Livewires Funds of the Future 2020 series Thomas Rice reveals some of the star performers his team identified and invested in early and explains how he picks successful companies before they’ve turned a profit. Read more.

The credit outlook remains cautious and in the shorter-term, valuation indicators remain balanced. How does this augur for investors in fixed income?

Despite fears the recent reporting season would be a bloodbath, it’s clear that two factors contributed to a better than expected outcome: the government’s Job Keeper program subsidising costs and a change in consumption behaviours in some instances. Read more.

Experience enables us to identify quality companies in Australia and overseas; mistakes can sharpen our focus and present new opportunities. Portfolio Manager Anthony Aboud takes a deep dive into a recently uncovered opportunity.

A global sports betting and gaming operator with continuous innovation across product, marketing and technology could provide a solid long term investment. Portfolio Manager Anthony Aboud explains.