News & Insights

Among the many companies Garry visited, he spent time with the management team at Nomad Foods, and discovered a company that’s well down the road to becoming a European food powerhouse.

The message from data and the markets in early October was abundantly clear - yields are rising and growth is slowing, which means portfolios need to shift. A structurally larger US fiscal deficit and a Federal Reserve which is determined to raise rates to neutral or above is pushing nominal and real US bond yields higher.

Garry Laurence, portfolio manager of Perpetual’s global equities strategies, recently returned from a trip to Europe and shares his insights on markets and trends, takes a deep dive into a consumer staples powerhouse and visits BMW to check its progress on the road to driverless cars.

What were the most prominent themes that influenced credit market dynamics in 2017/18 and what did this mean for the portfolio positioning of Perpetual’s Credit and Fixed Income Funds? How did geopolitical risks impact domestic markets and what does this mean for investors going forward?

Meet David Hudson, Head of Asset Allocation at Perpetual Investments. David has almost two decades experience in multi asset portfolio management and shares insights into his wealth of experience and lessons learned along the way.

A global share fund means investing in a wide variety of companies and it’s the difference between those companies that means global shares can boost returns and reduce risk. In the video, Garry Laurence expands on this idea by looking at the differences between the major investment regions.

Greg Stock, Head of Credit Research at Perpetual, takes a detailed look at Australian bond yields and credit markets, shares his views on the current state as well as the outlook and discusses the risks and opportunities that come with it.

Low rates have been a tailwind for heavily-indebted companies and those in the infrastructure and property sectors. But what happens to those companies when rates rise – becoming a headwind, not a tailwind? Anthony Aboud has some answers.

Perpetual’s Garry Laurence has been on the road researching the best consumer staples and e-commerce companies in the world.

With the Asia-Pacific’s largest fund management industry, Australia stands to benefit from a regulatory framework that’s aligned with other international regimes. John Moutsopoulos, a Partner at Norton Rose Fulbright, discusses whether CCIVs are the answer.

Anthony Aboud and Anthony Cay, Portfolio Managers for the Perpetual Industrial Share Fund share their insights into the portfolio positioning and the stocks they are holding, reveal key lessons learned in 2017 and discuss what that means for the year ahead.

Meet Anne Moal, a Senior High Yield analyst at Perpetual, who has worked in credit markets in the UK and Australia. Anne traces her journey through school to dealing desk, from distressed debt in London to high yield income investing in Australia.