News & Insights

The manager discusses Evolution Mining (EVN) an ASX-listed gold miner with a market cap of A$5.2bn. Evolution provides the portfolio with exposure to the gold price as well as to an asset base that has low capital intensity growth options.

The Australian equity market, as measured by the S&P/ASX 300 Accumulation index, fell 6.2% over the month. The sell-off was in line with a broader decline across global markets as increasing interest rates and worry about a slowdown in global growth took its toll on equities.

The Manager discusses ASX listed company Brambles (ASX:BXB) a supply-chain logistics company operating primarily through the CHEP and IFCO brands, in over 50 countries. BXB specialises in the pooling of unit-load equipment and engages in the provision of supply chain support services.

In this Livewire article, the Manager discusses ASX listed company VIVA Energy Group (ASX code: VEA) which is the second largest operator in the Australian retail fuels market with approximately 26% share across 1,165 sites.

The Company Chairman Nancy Fox provided shareholders with an overview of the FY18 results and highlights.

Vince Pezzullo presenting an investment update to retail stockbroking and wealth management firm Morgans. Vince discussed with the Morgans network his views of FY18 reporting season, oil exploration spending and open banking.

The Perpetual Equity Investment Company Limited (the Company) has announced its 2018 Financial Year result, posting an operating profit after tax of $24.8 million.

Downer EDI Ltd (DOW) provides engineering, construction and asset management services to customers operating in a variety of market sectors including minerals and metals, oil and gas, power, road and rail infrastructure, telecommunications, utilities and facilities management.

New Hope Coal produces high calorific value thermal coal with relatively low impurities. The majority of its product is exported to Asia and sold to electricity producers. This type of coal is expected to command a premium in the long term because it allows power plants to operate more efficiently and reduce emissions.

A global share fund means investing in a wide variety of companies and it’s the difference between those companies that means global shares can boost returns and reduce risk. In the video, Garry Laurence expands on this idea by looking at the differences between the major investment regions.

Low rates have been a tailwind for heavily-indebted companies and those in the infrastructure and property sectors. But what happens to those companies when rates rise – becoming a headwind, not a tailwind? Anthony Aboud has some answers.

Perpetual’s Garry Laurence has been on the road researching the best consumer staples and e-commerce companies in the world.