In this LIVE Australian Investors Podcast, recording from the Australian Shareholders Association (ASA) event in Sydney, James Holt, Senior Investment Specialist at Perpetual joins Owen Rask to talk about ASX’s best business models, how to play decarbonisation and the lessons to learn from the best investors.
We think some of the key takeaways James had for us are as follows:
- We should study the 1970s experience of persistent inflation before believing in the idea of ‘transient inflation’
- Some of the world’s best businesses can be found in unusual places and markets
- The huge global investment in decarbonisation could be a big driver of inflation
We apologise for the background noise, this was filmed live on location.
About James Holt
As Director, Investment Solutions I lead a team of two Investment Solutions Specialists and an Investment Writer to provide commentary, analysis and technical investment support to stockbrokers, financial advisers and investors of Perpetual Investments’ funds. I also lead our direct and listed investment businesses.
I have worked in the financial services industry for over twenty years. Prior to joining Perpetual Investments in 2014, I was a Director and Investment Specialist with the Portfolio Management Group of BlackRock Australia. Prior to this, I worked for BT Financial Group, Zurich Scudder Investments and Macquarie Bank.
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