Webinar: Your COVID-19 Investment Insights

Our investment team share their views on the pandemic and what it means for you.

As the coronavirus (COVID-19) pandemic continues to cause widespread disruption, we want to keep potential investors and our partners informed on the current state of markets, economic measures – and importantly, what it means for Perpetual’s investment portfolios.

Hear our investment team share their views on the crisis and how they can support you amid these unprecedented times.


Session 1: Stability and health of financial services

Andrew Baker, Managing Partner – Perpetual Private / Fordham covers:

  • Industry health check
  • Perpetual's financial position
  • How we’re supporting clients and advisers through this pandemic

Session 2: Economic update and current state of markets

Kyle Lidbury, Head of Investment Research – Perpetual Private covers:

  • Performance of Australian and global markets
  • Update on government’s economic stimulus package and other measures
  • Investment outlook
  • What this means for investors

Session 3: Risks and opportunities across asset classes

Theo Sofios, Head of Multi-Manager – Investment Research covers:

  • Performance of individual asset classes
  • Key portfolio risks or threats
  • Emerging opportunities
  • Approach to minimising risk and capitalising on opportunities

Session 4: COVID-19 and the impact on Australian equities

Stephen Kench, Head of Direct Equities - Investment Research covers:

  • Overview of current Australian share market performance
  • Snapshot of performance over the medium-long term
  • What investors can expect in the way of returns
  • Longer term opportunities

Session 5: Question time



Economic and market updates to keep you informed as the situation evolves.

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.