In the latest edition of ‘Meet the manager’, BDO Private Wealth sat down with Matt Sherwood to discuss the Perpetual Limited investment approach, his experience as Head of Investment Strategy in the Multi-Asset team, and his insights into the current inflationary environment.

Perpetual Investments has successfully managed the Perpetual Diversified Real Return Fund for nearly 12 years, taking a holistic approach to investment management. Matt has 26 years of industry experience, the last 17 of those with Perpetual.

Matt joined Perpetual in 2005 and his viewpoints and analysis of international developments are frequently sought by policymakers and opinion leaders. In his role, Matt is responsible for monitoring, analysing, and forecasting earnings growth, interest rates, currencies, economic growth, and policy implications across major regions.

Watch the video now to discover how Perpetual’s investment philosophy drives risk-adjusted returns, as well as insights on how rising demand for renewable energy and US labour markets have driven inflation.

Should you wish to discuss how your portfolio is positioned in the context of your investment objectives and market risks, read more on our website. …(read more)

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Investing in Times of Inflation | Meet the Manager – Perpetual Investments

Inflation has always been a concern for investors. It erodes purchasing power, reduces the value of savings, and makes it harder to plan for the future. As inflation rates rise, so does the importance of finding investment strategies that can protect and grow wealth in such challenging times.

Perpetual Investments is a well-known investment management firm that has been navigating the complexities of inflation for many years. With a long-standing track record of delivering strong investment results, the company has built a reputation for its expertise in managing portfolios in various economic environments.

When it comes to investing in times of inflation, Perpetual Investments believes in a combination of active management and well-diversified portfolios. They understand the need to carefully select assets that have historically shown resilience against the effects of rising prices.

One of the key strategies employed by Perpetual Investments is investing in companies with pricing power. These are firms that have the ability to pass on increased costs to consumers without significant loss of demand. Such companies are often found in sectors like consumer staples, healthcare, and utilities. By investing in these types of businesses, Perpetual aims to preserve the real value of its investors’ wealth.

Another important factor in navigating inflation is investing in real assets. Real assets are physical or tangible assets that tend to hold their value during times of inflation. Examples include real estate, commodities like gold and silver, and certain infrastructure sectors. Perpetual Investments actively seeks out opportunities in these sectors to diversify its portfolios and protect against inflation risks.

Furthermore, Perpetual Investments focuses on managing fixed-income portfolios that are designed to outperform in inflationary environments. They employ strategies such as inflation-linked bonds, which adjust their returns based on changes in inflation rates. Additionally, they carefully analyze the duration and credit quality of the bonds in their portfolios to mitigate potential risks associated with rising interest rates.

Perpetual Investments recognizes that navigating inflation requires a proactive and dynamic approach. They continuously analyze economic indicators and monitor changing market conditions to ensure their investment portfolios are well-positioned for inflationary environments. Their experienced team of investment professionals actively manages and adjusts their portfolios to optimize returns and manage risks effectively.

Investors looking to protect and grow their wealth in times of inflation can benefit from Perpetual Investments’ expertise and disciplined investment strategies. By investing in companies with pricing power, real assets, and carefully managing fixed-income portfolios, Perpetual aims to provide their clients with the best possible chance to prosper even during challenging economic periods.

It’s important to note that investing always carries risks, and past performance does not guarantee future results. Therefore, investors should carefully assess their investment objectives, risk tolerance, and consult with financial professionals before making any investment decisions.

In conclusion, inflation can be a significant challenge for investors, but with the right strategies and a disciplined approach, it is possible to navigate these times successfully. Perpetual Investments’ expertise and track record in managing investments in inflationary environments make them a reliable partner for investors seeking to protect and grow their wealth in such challenging times.