MarketsEquity MarketsFundie Q&APrediction markets hit this fundie’s returns. Here’s what he’s buying nowJun 25, 2026 – 1.36pmNathan Hughes is a portfolio manager in the Australian equities team at Perpetual. The team oversees around $12 billion in assets.The fund’s biggest single allocation is to cash and fixed interest – is that a reflection of bottom-up asset allocation or the macroeconomic environment? Subscribe to gift this articleGift 5 articles to anyone you choose each month when you subscribe.Subscribe nowAlready a subscriber? Latest In Equity marketsFetching latest articlesMost Viewed In Markets
Prediction markets hit this fundie’s returns. Here’s what he’s buying now
Perpetual’s Nathan Hughes says the rise of prediction markets has hit betting stocks, but he likes the look of some sold-off healthcare and software names.
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