News & Insights

In this episode of Buy Hold Sell the panel discuss a selection of rate sensitive stocks including Transurban, Scentre Group, CBA and Suncorp.

Vince Pezzullo presenting at Morgan’s national morning meeting, sharing his views on PICs current portfolio holding such as Woolworths, Oilsearch and Star Entertainment Group.

Perpetual Equity Investment Company Limited, Portfolio Manager Vince Pezzullo recently presented to the CommSec High Value Clients via their webinar program. Vince provides an explanation of the Perpetual investment process and how this is guiding today's decisions, an up to date view on current market valuations and more.

Perpetual’s Head of Equities, Paul Skamvougeras, shares his insights on company performance across the ASX and what the key themes mean for investors.

Perpetual’s Head of Investment Strategy, Matt Sherwood, is upbeat about the prospects for a better year of global growth in 2017.

Reporting Season - March 2017

1H17 Results Investor Update

Over the five weeks since the US election, the financials index (ex-property trusts) has gained over 10%, more than twice that of the ASX200.

The rotation into value continues to gather pace, with the US ten-year yield creeping closer to 2.5% ahead of this week’s Fed rate decision.

In his regular reporting season review, Perpetual’s Head of Equities, Paul Skamvougeras, assesses the latest company results

In this short video CommSec's Tom Piotrowski talks with Perpetual Limited (PPT) Portfolio Manager, Vince Pezzullo.

With the great rotation underway, value investors are once again enjoying their time in the sun.