Are we there yet? Finding value in Australian equities

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

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.