WEBINAR: Protecting your investment portfolio during a pandemic

As a second wave of COVID-19 cases emerges in Australia and around parts of the world, investors are once again dealing with uncertainty on how they can continue to navigate the difficult investment environment and protect their wealth. This uncertainty is heightened for pre-retirees and retirees, where exposure to markets is at its highest, requiring a focus on risk and the sustainability of their portfolios and to sustain retirement savings.

Perpetual Private’s investment team will share their views on the current state of markets, what it means for assets such as fixed income and equities, and how they are actively managing client portfolios to rebalance asset allocations and manage continued market volatility.

View the webinar below.

Topics


Session 1: Supporting families, businesses and communities through turmoil

Caitriona Fay, Managing Partner, Community and Social Investment, Perpetual Private:

  • Reflection on the past financial year
  • How we’ve been supporting clients and communities through a heath pandemic and the aftermath of a devastating bushfire season

Session 2: Economic update and current state of markets

Andrew Garrett, Investment Research, Perpetual Private covers:

  • A lower return environment
  • A low growth world
  • Zero interest rate policy (ZIRP) and financial repression
  • The portfolio challenge

Session 3: Portfolio performance, risks and opportunities

Stella McMullen, Senior Research Analyst, Direct Equities covers:

  • Portfolio performance and outlook – what this means for clients
  • Active portfolio management during COVID-19 - flight to safety
  • Portfolio performance review – style and stock picking contributions
  • Outlook – bottom up vs top down

Session 4: Live Q&A

Speakers

COVID-19 INSIGHTS HUB

Updates and insights for NFPs and Philanthropists

Perpetual Private advice and services are provided by Perpetual Trustee Company Limited (PTCo) ABN 42 000 001 007, AFSL 236643. This information was prepared by PTCo. It contains general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. You should consider, with a financial adviser, whether the information is suitable for your circumstances. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. The information is believed to be accurate at the time of compilation and is provided in good faith. This article may contain information contributed by third parties. PTCo do not warrant the accuracy or completeness of any information contributed by a third party. Any views expressed in this article are opinions of the author at the time of writing and do not constitute a recommendation to act. No company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund or the return of an investor’s capital. Past performance is not indicative of future performance.