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.