Our experience has taught us that market sentiment is largely a reactive phenomenon. We much prefer to anticipate what’s coming… and act accordingly.

The Perennial team comprises independent thinkers and thought leaders – we do our own research and analysis, and we take action on our conclusions in our portfolios. We strive to marry our investment experience and expertise with our sound investment judgment. This means we ask ourselves the tough questions each and every day:

• What forces can affect our portfolio positioning and change our current views?
• What can we add to our research and analysis to make it even better?
• What can we learn from history, given a similar economic and/or market environment?

To learn more about our thinking on current or past issues, please see below:

Perennial Perspectives

2016

Value Matters – December 2016 (.pdf)

2015

Beware What Is Lurking – October 2015 (.pdf)

2013

The Tinderbox of Debt and Deficits – December 2013

2011

Looking in the Mirror – July 2011 (.pdf)

2009

Adapting to Change – November 2009 (.pdf)
Your Portfolio – Your Business – May 2009 (.pdf)
Three Year Performance Review – January 2009 (.pdf)

2008

Profiting in Flat Markets – August 2008 (.pdf)
Perspective to Performance – April 2008 (.pdf)
Retain your Gain – January 2008 (.pdf)

2007

Re-Pricing of Risk – September 2007 (.pdf)
Reversing Pavlov’s Response – June 2007 (.pdf)
Open Markets – January 2007 (.pdf)

2006

Energy and Drugs – August 2006 (.pdf)