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Dear 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.
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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... |
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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... |
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A platform with a unique tax structure Gai Ferrington, General Manager Platforms, profiles a platform that allows switching of funds while minimising CGT. More... |
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Overview Asset class overview  |
Substantial capital raisings for LPTs Property |
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Quality is the best defence Australian equities |
Repricing of risk in credit markets Credit |
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| Avoiding the value trap International equities |
Rate cuts to provide some support Mortgages |
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We have developed some handy tools to use with your clients. Visit our Adviser resource centre. |
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| Contact us | www.perpetual.com.au | Disclaimer | |
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