News & Insights

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.

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.

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.

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.

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.