
Are we there yet? Finding value in Australian equities
Baba Bocoum
Description
<p>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.</p> <p>Perpetual Investment’s Deputy Head of Equities Vince Pezzullo shares his thoughts on:</p> <ul><li>What normalisation really means for markets</li> <li>Why the trends of deglobalisation and decarbonisation aren’t going away</li> <li>The standout performers in Australia’s recent reporting season, and</li> <li>The most attractive factors to look for right now.</li> </ul> <p>You can access this and previous episodes of the Your Wealth podcast now on <a href='https://podcasts.apple.com/au/podcast/your-wealth/id1325928571'>iTunes</a>, <a href='https://nabtrade.podbean.com/'>Podbean</a>, <a href='https://open.spotify.com/show/0AT15JJWlVfnX7JkeLndrb'>Spotify </a>or at <a href='https://www.nabtrade.com.au/yourwealth?ID=4826281763563771838'>nabtrade.com.au/yourwealth</a></p> <p>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.</p>