News & Insights

Explanation of factors driving performance during the month including a deep dive into Iluka Resources Limited and GrainCorp Limited.

As an investor weighing up your many investment options, there is merit in giving thought to how you would like your money managed and the expertise and exposure you can access.

The Company Chairman Nancy Fox provided shareholders with an overview of the FY19 results, followed by Vince Pezzullo, Portfolio Manager shares insights on market conditions, performance and profiles some of the securities currently held in the portfolio. Perpetual Investment Equities Analyst, Nicholas Vidale provides a deep dive into the banking sector.

With reporting season over, the bull market in growth equities rolls on. The “expectations game” that has long permeated US equities has firmly taken root in Australia as well.

One thing investors will need to grapple with the next time the market rhymes is liquidity. Liquidity is like oxygen. Investors take it for granted that it will always be there, but when it isn’t those that don’t have it find out quickly.

In this CommSec webinar, Vince Pezzullo shares his valuable insights into market risks and profiles some opportunities that markets are overlooking.

The plunge in both short-term and long-term interest rates has sparked a debate about how other asset classes respond, including equities. In the article below, I outline my thoughts on the impact low interest rates can have on the equity market and factors to consider in these conditions.

The Perpetual Equity Investment Company Limited (ASX:PIC; the Company) has announced its 2019 financial year (FY19) result, posting an operating profit after tax of $15.2 million and an operating profit before tax of $16.3 million for the 12 months ended 30 June 2019.

Vince Pezzullo joins the Livewire Markets Buy Hold Sell panel this time looking at some big stocks, paying some big yields

Battle of the supermarket giants: Woolies vs Wesfarmers. Which offers a better risk-return outcome for investors? Vince Pezzullo sharing his investing insights in this 6 min video on Livewire

Vince Pezzullo joins the panel for this week’s Livewire Markets Buy Hold Sell, sharing some compelling value stock ideas in the ASX200. Which names measure up and which should be left in the bargain bin.

BGA is a household name and engages in the receiving, processing, manufacturing, cutting and packaging of traditional cheese products, as well as the manufacture of other high value dairy products. Bega trades as a mid-cap stock on the ASX and remains a key position in PIC’s portfolio.