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Are we there yet? Finding value in Australian equities

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Investors using traditional metrics to assess the value of a company have had a long decade in the wilderness, but the recent weakness in equity markets is starting to expose opportunities.

Perpetual Investment’s Deputy Head of Equities Vince Pezzullo shares his thoughts on:

  • What normalisation really means for markets
  • Why the trends of deglobalisation and decarbonisation aren’t going away
  • The standout performers in Australia’s recent reporting season, and
  • The most attractive factors to look for right now.



If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.