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Perpetual

The role of fixed income in a diversified portfolio

Many investors are familiar with the concept of diversification, spreading investments across different asset classes. Most diversified portfolios include growth assets, such as shares and property, as well as defensive assets, such as fixed income and cash.

Fixed income fundamentals

A fixed income investment is a simple interest only loan. It may be made to a government, semigovernment authority or company; as such, fixed income investments are often referred to as ‘debt’ investments.

Perpetual

Australians not yet prepared for largest intergenerational wealthtransfer in history.

Perpetual

Perpetual Equity Investment Company Roadshow from 17 Oct - 8 Nov 2019.

Fixed income: a diversified array of investments

This paper focusses on the diversity of fixed income investments and the credit market.

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Interviews

Kunal Kapoor on different paths to investor success

The Morningstar CEO on democratising investing, why saving in your youth is crucial, and why most investors care more about paying off their debts than comparing their results against benchmarks.

Economy

What is the likely effect of COVID-19 on the Australian economy?

Our close links to China mean the impact of the virus could tip the local economy into recession and certain sectors such as resources, education and travel will be harder hit than others.

Investment strategies

Do sin stocks really give your portfolio the edge?

Should sin stocks, those companies who engage in activities that are considered unethical or immoral, be excluded from a portfolio, or would this compromise potential performance?

Insurance

Poor pricing of life insurance products and the impact on Australians

The use of discounted pricing by insurers to attract new business is unsustainable and leaves existing policyholders on higher premiums for what is essentially the same product.

Retirement

Spotting signs of trouble in a retirement portfolio

Do you risk paying a lot of tax in accumulation phase? Or, if you're in retirement phase, do you face the risk of outliving your asset pool? Two key things to consider in the low-rate world of today.

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