News & Insights

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.

Perpetual’s Head of Equities, Paul Skamvougeras, talks to Livewire’s James Marley to discuss why now is not the time to be chasing hot sectors or stocks, and why an investors 'non-negotiable' should be to never compromise on the quality of the stocks you buy.

Select Harvest (ASX:SHV) is an Australian-based grower, processor and marketer of almonds and almond-based value-added products. The business owns and leases over 7,500 hectares of almond orchards across New South Wales, Victoria and South Australia and has two processing facilities located in Victoria.

The level of technological sophistication embedded into vehicles also continues to grow. An increasing number of sensors and significantly more computing power is enabling more advanced safety features. Layered on top of this are the entertainment and other customer experience features that need to be included and considered.

Hot stocks? Or hot air? Perpetual Investments Portfolio Manager, Anthony Aboud appears in Livewire questioning the valuation justifications we see in pockets of the sharemarket today. How are these valuations being justified?

James Holt, Perpetual Investments Senior Investment Specialist, presented to the Australian Shareholders Association at their 2019 National Conference.

In this Livewire article, the Manager discusses the current higher allocation to large cap Australian securities in line with the view that in many cases large cap stocks currently represent better value relative to small or mid cap stocks.