Skamvougeras: 6 market insights for Livewire readers

Is Amazon a threat to Woolworths? Can active managers deliver value in large-cap shares? And where are the most defensive earnings on the ASX? Following our quarterly investor update, Perpetual's Head of Equities, Paul Skamvougeras, answered a range of questions from Livewire's editors on current market issues. 

Questions addressed:

• Can larger Australian shares fund managers still add value?
• Where are the most defensive earnings on the ASX today?
• What’s the biggest red flag when you’re assessing a management team?
• What are you hearing from company management teams?
• Is Amazon a threat to Woolworths?
• Is there a stock where you’re thinking differently to the rest of the market?

Watch the full video below for his answers, including two stock ideas from the larger end of the market.