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In this edition of Infocus, we give our market outlook for 2009 and look at how quality really is the best protection in uncertain times like these. We also profile a platform with a unique tax structure. And don’t miss the asset class updates from our fund managers.

InFocus Feature Stories Contact Archives
Feature Story one image Setting the stage for 2009
After a difficult 2008, investors might be uncertain what to do this year. Matthew Sherwood, Perpetual’s Senior Manager, Investment Markets Research provides our outlook for 2009. More...
Feature Story two image Some of the best ideas aren’t new
Emilio Gonzalez, Group Executive, Global Equities, explains why a disciplined approach of focussing on quality companies at attractive prices can offer investors some protection in difficult times like these. More...
Feature Story three image A platform with a unique tax structure
Gai Ferrington, General Manager Platforms, profiles a platform that allows switching of funds while minimising CGT. More...
Asset class update Overview
Asset class overview
  Substantial capital raisings for LPTs
Property
asset managers Quality is the best defence
Australian equities
  Repricing of risk in credit markets
Credit
Avoiding the value trap
International equities
  Rate cuts to provide some support
Mortgages
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