Mining Stocks Buoyed by Base Metal Strength
After a March that saw some metal prices touch new highs, Perpetual’s Clarke Wilkins looks at the major commodities and the sectors and stocks that have caught his eye.
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Valuing CEOs as the Jewel in the Crown
Sound management is a key pillar of Perpetual’s investment philosophy and the COVID pandemic has again highlighted how important this is when developing an investment thesis. But how does this work in practice?
Read MoreCyclical Stocks Boost Ethical Fund
The Perpetual Ethical SRI Fund returned 42.5% for the full fiscal year to 30 June, outperforming the benchmark by 14.0% thanks in part to new investment opportunities thrown up by extraordinary market volatility.
Read MoreThree Headwinds to Global Growth
The global economy is rebounding very strongly in 2021, led by the US and likely to be followed by Europe and emerging market economies. Perpetual’s Michael O’Dea discusses his firm’s market outlook.
Read MoreFrom Partying Hard to Doing the Hard Yards
Market returns across most asset classes have been supercharged since the lows of March 2020, spurred by accommodative monetary policy, stimulatory fiscal policy and an improving global economic outlook as the COVID vaccine rollout gathers pace.
Read MoreRethinking the Role of Bonds in Portfolio Construction
The extraordinary monetary and fiscal policy response to the COVID-19 crisis has been very successful in minimising the damage to the global economy, but has also had profound implications for portfolio construction.
Read MoreShorting Covid Winners as Traditional Businesses Rebound
Portfolio managers Anthony Aboud and Sean Roger explain why the Perpetual SHARE-PLUS Long-Short Fund sees a lot of COVID changes as transitory rather than permanent.
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