The easy money has been made - how to find value on the ASX now
Sep 08, 2021•30 min•Ep. 141
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Episode description
Perpetual Investments fund manager Vince Pezzullo commented ‘the easy money has been made’ in equities – back in February. With the ASX200 now considerably higher, how does an investor choose what to buy, and what to keep?
As investors grapple with these questions, Vince shares his thoughts on:
- Sectors that offer relative value in the current environment
- How to look through the challenges of lockdowns and border closures to focus on business quality
- Where to find rich dividends, and
- What to avoid in building a long term portfolio.
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