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Home / White Papers 2018

Edition: White Papers 2018

1-12 out of 54 results.

2019 and a shifting emphasis from return to risk

  • 20 December 2018

While the short term remains difficult to forecast, fundamentals drive cash flows and cash flows drive asset prices, and these fundamentals are units, price, margin and earnings.

ESG Fixed Income Engagement Report

Material environmental, social and governance (ESG) factors have a meaningful impact on credit quality and therefore must be an important component of the credit research process.

The Australian economy in 2019 – house prices, growth and interest rates

  • 13 December 2018

Australian growth has slowed again. The housing cycle downturn and its impact on the economy will likely see growth constrained to around 2.5-3%.

Physical impacts of climate change

  • 6 December 2018

Climate change is causing a wide range of physical impacts with serious implications for investors and businesses. While weather variability and extremes have always existed, satellite and other observations show that temperatures are increasing which is causing extreme weather events to become more frequent and intense.

Infrastructure: private versus listed opportunities

  • 29 November 2018

Transactions in the private infrastructure marketplace highlight the opportunity to own core infrastructure assets in the listed market at a significant 20%+ discount to their underlying asset value. This valuation gap is unlikely to persist indefinitely, which makes a compelling case for allocating to Global Listed Infrastructure.

13 common sense tips to manage your finances

  • 22 November 2018

Getting your personal finances right can be a challenge. Here are 13 tips that may be of use.

Australian ETF Review – October 2018

  • 15 November 2018

Australia’s ETF industry has recorded its highest ever trading value in October, with $3.9 billion in value traded according to the BetaShares Australian ETF Review – October 2018.

2018 Responsible Investment Report

  • 7 November 2018

Over the past five years, CFSGAM’s approach to responsible investment has focused on its investment processes and long-term risk adjusted financial returns. Pablo Berrutti, Head of Responsible Investment Asia Pacific, says, “We believe climate breakdown has diverse, urgent and complex implications for investors and the companies we invest in.

Global insights: volatility brings opportunity

  • 1 November 2018

In the past quarter, we have seen a significant divergence between the performance of the US stock market compared to emerging markets and Europe. Valuations in each geography are moving in different directions and we are excited about the opportunities that we are presented with today. I couldn’t have said this at the start of this year.

Quarterly market insights: October 2018

  • 1 November 2018

This is the inaugural edition of Quarterly Market Insights from the Multi Asset team at Perpetual Investments. The document is a compilation of our thoughts and views of key issues in financial markets, the earnings and economic cycle, the interaction of policy makers and how our portfolios are helping your clients achieve their investment goals.

Sustainability Report - making it real 2018

Over half of Australia’s investments now being invested through some form of RI strategy, but consumers must be vigilant to ensure ‘green’ marketing slogans are matched by a rigorous and responsible approach to investing.

The value of additional aged care advice

Identifying opportunities to provide aged care clients with additional advice. Commonly, aged care advice is focussed on the resident’s position at the time of entry, however changes whilst a resident is in care can give rise to new advice opportunities.

Most viewed in recent weeks

An important Foxtel announcement...

News Corp's plans to sell Foxtel are surprising in that streaming assets Kayo, Binge and Hubbl look likely to go with it. This and recent events in the US show the bind that legacy TV businesses find themselves in.

Welcome to Firstlinks Edition 581 with weekend update

A recent industry event made me realise that a 30 year old investing trend could still have serious legs. Could it eventually pose a threat to two of Australia's biggest companies?

  • 10 October 2024

The quirks of retirement planning with an age gap

A big age gap can make it harder to find a solution that works for both partners – financially and otherwise. Having a frank conversation about the future, and having it as early as possible, is essential.

Welcome to Firstlinks Edition 578 with weekend update

The number of high-net-worth individuals in Australia has increased by almost 9% over the past year, and they now own $3.3 trillion in investable assets. A new report reveals how the wealthy are investing their money.

  • 19 September 2024

The challenges of building a portfolio from scratch

It surprises me how often individual investors and even seasoned financial professionals don’t know the basics of building an investment portfolio. Here is a guide to do just that, as well as the challenges involved.

The everything rally brings danger and opportunity

Most market players today seek quick rewards and validation of opinion. Outsiders willing to combine new technology with old-fashioned patience and focused analysis can prosper.

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