News & Insights

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.

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.