News & Insights

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.

For every action there is a reaction. How will unintended consequences of actions today influence our investment decisions tomorrow?

An understanding of the government’s political motivations and willingness to keep the economy on life support may highlight investment opportunities.

As we close out another week of extraordinary market volatility, for those invested in Australian equities we share some key areas of focus and how they are impacting portfolios.

The recent turmoil in financial markets triggered by the COVID-19 global pandemic is a significant episode of market volatility, punctuating the history of financial markets. We talk about the warning signs coming into the crisis and discuss how we have positioned our Funds as a result.

Equity markets continued to be volatile in the last week as they reacted to competing news and events. We look at some of the key areas of focus including how can retailers cope with the COVID shutdown?

As we close out another week of extraordinary market volatility, for those invested in Australian equities we share some key areas of focus and how they are impacting portfolios.