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Home / Author: Perpetual

Perpetual

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.

Perpetual
17 December 2020

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.

Perpetual
7 November 2020

Perpetual: Biden impact not as important as China for Australia

Over the long term it doesn’t matter who is the President as the US has thrived under different presidencies and parties. At least as important for Australia is the deterioration of our China relationship.

Perpetual
7 November 2020
3

A Perpetual view of the US election

For a view of the US election result and the effect on the stock markets and the economies of the US and Australia, we’re talking with three of Perpetual's investment specialists and researchers.

Perpetual
5 November 2020

The case for real return investing + Covid webinar

While most long-term investors accept that market corrections and fluctuations occur over time, severe downturns lead many to question: How to best structure a portfolio to withstand extreme market stress?

Perpetual
7 May 2020
1

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.

Perpetual
16 December 2019

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Latest Updates

Platinum’s four guiding investment principles

Buying mispriced stocks is often uncomfortable when companies are outside the spotlight and markets are driven by emotions. And it's inescapable that the price paid ultimately determines the end result.

Clay Smolinski
21 July 2021
5

Interviews

Andrew Lockhart on corporate loans as an income alternative

Loans to corporates were the traditional domain of banks, but as investors look for income alternatives to term deposits, funds have combined hundreds of loans into a single structure to create a diversified investment.

Graham Hand
21 July 2021
3

Retirement

10 things I learned in my faux-retirement

Pre-retirees should ‘trial run’ their retirements. All those things you want to do - play golf, time with the family, a hobby, write a book - might not be so appealing in reality, but you might discover other benefits.

Christine Benz
21 July 2021
13

Retirement

Achieving a sufficient retirement income portfolio

Retirees require a reliable income stream to replace the wages they received when they were working and should focus on the dollar income generated over time rather than the headline yield percentage.

Reece Birtles
21 July 2021
10

'Wealth of Experience' podcast and ASA webinar on ETFs v LICs

Peter reveals some top stock picks with an emphasis on long-term assets like Sydney Airport, Graham discusses spending in retirement and valuing assets, the key to Amazon, guest Andrew Lockhart and plenty more.

Graham Hand, Peter Warnes
21 July 2021

Strategy

Lucy Turnbull’s three lessons on leadership and successful careers

From promoting women to boost culture to taking opportunities as they arise, Lucy Turnbull AO says markets should not drive decision-making and leaders must live and breathe the company's mission and values.

Lucy Turnbull
21 July 2021

Economy

Are concerns about inflation inflated?

While REITs and some value stocks are considered 'inflation-sensitive' assets, the data provide little support that they are good inflation hedges, and energy stocks and commodities are too volatile. So what works?

Mamdouh Medhat, Wei Dai
21 July 2021
1

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