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26 June 2026
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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.
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.
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?
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.
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.
This paper focusses on the diversity of fixed income investments and the credit market.
A new market regime is exposing the fragility of static hedges. With correlations shifting and safe havens flipping, investors must rethink diversification and adopt more adaptive tools to protect capital.
The Australian credit landscape is shifting. Yields are rising, issuance is strong and spreads continue to tighten. Income is re‑emerging as the dominant driver of returns, though pockets of risk may be building beneath the surface.
Australia's once‑dominant sharemarket is losing ground as others surge ahead, prompting investors to question home‑bias instincts. Meanwhile, the US market appears attractive. Is it time to revisit your global equity allocation?
Markets continue to push onwards despite valuations looking stretched by historical standards. Bubble talk is rampant, however investors may be focusing on the wrong thing. The real story sits deeper than the headlines.
Raising the GST when inflation jumps sounds clever on paper, until we examine how it may play out in practice. What is pitched as a simple inflation fix can lead to a sharp turn in the wrong direction for prices.
SpaceX’s blockbuster debut is grabbing headlines, but the real story for Australian investors is much quieter. Giant listings eventually filter into super funds and ETFs, subtly reshaping portfolios long before most realise.
The government’s assurances on small‑business concessions don’t withstand the scrutiny. Token carve‑outs and a lack of credible rationale for CGT changes may reshape how Australia rewards long‑term value creation.