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Whitepapers: Perpetual Investments

1-12 out of 12 results.

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.

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.

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?

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.

Fixed income fundamentals

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.

Fixed income: a diversified array of investments

This paper focusses on the diversity of fixed income investments and the credit market.

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.

2018 Australian Securitisation Investor Report

  • 6 September 2018

The Australian Securitisation Forum (ASF) and Perpetual present the 2018 Australian Securitisation Investor Report. It provides insights into the dynamics of the securitisation market and Australian based investor preferences.

Most viewed in recent weeks

Is it better to rent or own a home under the age pension?

With 62% of Australians aged 65 and over relying at least partially on the age pension, are they better off owning their home or renting? There is an extra pension asset allowance for those not owning a home.

Too many retirees miss out on this valuable super fund benefit

With 700 Australians retiring every day, retirement income solutions are more important than ever. Why do millions of retirees eligible for a more tax-efficient pension account hold money in accumulation?

Reece Birtles on selecting stocks for income in retirement

Equity investing comes with volatility that makes many retirees uncomfortable. A focus on income which is less volatile than share prices, and quality companies delivering robust earnings, offers more reassurance.

Is the fossil fuel narrative simply too convenient?

A fund manager argues it is immoral to deny poor countries access to relatively cheap energy from fossil fuels. Wealthy countries must recognise the transition is a multi-decade challenge and continue to invest.

Superannuation: a 30+ year journey but now stop fiddling

Few people have been closer to superannuation policy over the years than Noel Whittaker, especially when he established his eponymous financial planning business. He takes us on a quick guided tour.

Anton in 2006 v 2022, it's deja vu (all over again)

What was bothering markets in 2006? Try the end of cheap money, bond yields rising, high energy prices and record high commodity prices feeding inflation. Who says these are 'unprecedented' times? It's 2006 v 2022.

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