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Perpetual

The story of Australia and New Zealand’s non-bank sector

Non-banks in Australia and New Zealand have enjoyed record growth over the past decade, but can this success be sustained under new market conditions? Perpetual and the Australian Securitisation Forum have collaborated to look at the reasons for the growth of non-banks as well as the sector’s opportunities and challenges for future growth.

The long and short of investing in volatile markets

A challenging macroeconomic backdrop of rising inflation and interest rates has tested investor patience over 2022 and global recession fears have done little to help. This paper discusses developments with Perpetual's long-short funds and thoughts on the past reporting season.

Perpetual Ethical SRI Fund turns 20

The Perpetual Ethical SRI Fund, one of Australia’s first ESG funds, celebrated its 20th birthday last month. To celebrate, we take a look back at some of the Fund’s highlights, the process and performance.

Volatility rises, value emerges

The March quarter 2022 saw financial assets face renewed challenges, as China grapples with the Omicron variant of COVID-19 and conflict in the far east of Europe sees disruption and geopolitical tension rise.

Implications of a green future

Australia’s electricity system is undergoing unprecedented change arising from the proliferation of renewable energy generation, but our existing energy system is not designed to cope with such rapid transition.

Three big market changes in recent weeks

(Written prior to the US election) Perpetual’s Multi Asset team share their perspectives on the most recent developments of the continuously-evolving Coronavirus situation and the related implications on financial markets, the global economy and policy responses.

Latest Updates

Back to the future - Why indexing CGT is a good idea

A return to indexation of capital gains would be a fairer way to compensate households for the effects of inflation than the current discount. Importantly, it opens the door to future, broader reforms to stop the taxation of inflation.

Australia has no death duties. Technically.

Australia may not levy formal death duties, but a growing web of tax measures is quietly shaping what wealth passes between generations. Now, the 2026 budget adds another layer.

Strategy

The folly of the Iran war

From oil shocks to fractured alliances, the Iran war carries the hallmarks of a historic policy misstep - one that could tip an already fragile global economy into crisis.

Taxation

Noel Whittaker’s take on the budget

Marketed as a fix for inequality and housing affordability, the latest budget instead delivers a tangle of tax changes that leave everyday Australians worse off.

Investment strategies

The red metal's long game

Copper has had a rough few weeks but investors should not ignore the potential for future price increases as supply increasingly falls behind demand.

Taxation

The lesser-known effects of changed property taxes

The budget’s property tax reforms are being framed as fairness measures, but they risk splitting the housing market, penalising lower‑income investors and introducing distortions that may prove costly.

Latest from Morningstar

Why stocks sometimes fall for no obvious reason

The vast and opaque world of private assets is a powerful gravitational force - and when trouble hits, it's the more liquid public equities that often the feel it first.

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The data, research and opinions provided here are for information purposes; are not an offer to buy or sell a security; and are not warranted to be correct, complete or accurate. Morningstar, its affiliates, and third-party content providers are not responsible for any investment decisions, damages or losses resulting from, or related to, the data and analyses or their use. To the extent any content is general advice, it has been prepared for clients of Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), without reference to your financial objectives, situation or needs. For more information refer to our Financial Services Guide. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Articles are current as at date of publication.
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