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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.

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20 great ways the government helps retirees

This list could save a retiree thousands of dollars and provides ideas for a better lifestyle. It's surprising what you might be entitled to, but it's often hard to track down the benefits.

How do your financial priorities stack up with our pyramid?

Make sure you're not focussing on minor investment problems while giving short shrift to the game-changers. This pyramid describes the important decisions and it might surprise what comes last. 

Sweet spot helping bull market rampage

The strong market has challenged value investors who want to buy at lower prices, but there are signs 2020 will continue a 'sweet spot' of profit growth, low inflation and central bank liquidity support. 

Why good investing is like a healthy diet

It's the underlying nutrients in the foods we eat which determine if we have a healthy diet. Similarly, the underlying factors that affect our assets determine if we have a healthy portfolio.

Interview Series eBook, investing insights from global experts

30 interviews from 2013 to 2019, from global experts such as Markowitz, Malkiel, Dimson and Merton, to local fund managers sharing the secrets and lessons for investment success in 2020. 

Authorities reveal disquiet over LIC fees

Internal emails from the regulator released under an FOI request reveal warnings about advice conflict when selling fees are paid on LICs. Investors need to understand the consequences of the debate.

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