Skamvougeras: 6 market insights for Livewire readers

Perpetual Equity Investment Company

Perpetual Asset Management (Australia)

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.


Perpetual Equity Investment Company
Perpetual Asset Management (Australia)

The Perpetual Equity Investment Company Limited is an ASX listed investment company offering investors access to a portfolio of predominantly high quality Australian and global listed securities, selected by Perpetual Investment Management Limited.

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