Are we there yet? Finding value in Australian equities
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Show Notes
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.
You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth
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