News & Insights

Introducing myPerpetual to advisers. There is a new way for advisers to manage the accounts online for their clients. Six great new features.

Perpetual Investments’ investment team heads share their insights on how markets have performed over the last 12 months and where they are seeing challenges and opportunities for investors.

In this short video interview with Livewire, Vince Pezzullo explains how he is thinking differently in order to gain exposure to technology and IT. He also explains why he has reduced his exposure to consumer staples and the banks in recent months.

Uncertainty creates opportunity for investors, but the best decisions rarely feel comfortable. In this candid interview Vince Pezzullo, Deputy Head of Equities at Perpetual Investments, sits down with Livewire’s James Marlay to share his unique insights into some of the opportunities and lessons learned from investing through COVID-19. As a value investor, it was critical to go back to first principles, react quickly and take advantage of opportunities.

Stock market levels remain quite away off recent highs despite a market rebound which has been extraordinary. Interestingly, during this period of heightened market volatility, the divergence between expensive and cheap stocks has continued to grow. Head of Equities, Paul Skamvougeras discusses where he sees opportunities.

Despite the market see-saw, Perpetual’s Nathan Hughes can see good investment opportunities and deep dives into three stocks he believes are well positioned for the eventual recovery.

As a fundamental investor, we look for good quality businesses which are out of favour in the short term. This can be for a myriad of reasons, one of which can be a cyclical downturn in the demand for the company’s product or service. Anthony Aboud shares where he sees current opportunities.

Agriculture as a sector is largely uncorrelated to, and unaffected by, COVID-19. There have been other pressures, notably the severe drought on Australia’s east coast. As many companies started to feel the impact of the drought, share prices fell to levels well below our assessment of fair value.

Perpetual’s Anthony Aboud and Nathan Hughes share their insights on the continuously evolving COVID-19 situation and how they are investing in this environment.

Volatile market moves in the months ahead are on the radar. With so much up in the air, we think this is a time for careful analysis and steady allocation of money into pockets of opportunities. Read our deep dive.

In this environment, Perpetual’s principles of looking for companies with a strong balance sheet, good management team and market leadership are critical.

Perpetual’s Michael O’Dea and Matt Sherwood share their insights on the most recent developments of the continuously evolving COVID-19 situation, implications on financial markets, the global economy and policy responses and how they deal with it from a portfolio construction perspective.