In periods of volatility, investors can't control the headlines, but they can stick to tried-and-true processes, argues Perpetual’s Nathan Hughes in this new video
- In volatile markets, valuations remain key
- Healthcare provides opportunity in Australian equities
- Learn more about Perpetual ESG Australian Share Fund
Here are some excerpts from Nathan’s video:
“When there's volatility and there's a lot of news flow out there in the market, share prices can move wildly,” says Nathan Hughes, an Australian equities portfolio manager at Perpetual.
“But those swings are not really in line with what's changing on an underlying value basis.”
That gap between market price and business value is where Hughes sees opportunity.
“Periods like this, with lots of volatility, can be great opportunities for us to pick up some cheap companies.”
Hughes says the challenge is staying disciplined when markets are moving quickly and emotions take over.
About Nathan Hughes and Perpetual ESG Australian Share Fund
Nathan Hughes is a portfolio manager with Perpetual’s Australian equities team. He joined Perpetual in 2010 and has more than 20 years of investing experience.
Nathan manages the Perpetual ESG Australian Share Active ETF (ASX:GIVE), including its unlisted share class, as well as the Perpetual Income Share Fund.
Find out about Perpetual ESG Australian Share Fund
Browse Perpetual’s Australian equities capabilities
Want to know more? Contact a Perpetual account manager


