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Perpetual Investments

Perpetual is an ASX-listed, diversified financial services company with a rich history dating back to 1886. Across our three businesses – Perpetual Investments, Perpetual Private and Perpetual Corporate Trust – our people focus on protecting and growing clients’ wealth, with a relentless focus on consistent delivery over time.

A widely-recognised and respected financial services organisation, Perpetual is one of Australia’s largest wealth managers, an expert adviser to high net worth individuals, families and businesses, and a leading provider of corporate trustee services.

Perpetual Investments has been awarded Fund Manager of the Year Awards across multiple categories every year for the past decade and Perpetual Private has been rated #1 by Euromoney for our range of advisory services for high net worth clients.

See www.perpetual.com.au

 

Videos

https://www.perpetualequity.com.au/news-and-insights/september-2018-investor-presentation-video-and-slides 

 

Latest sponsor articles

Why you should be wary of share buy backs

This week, Treasurer Josh Frydenberg told Australia companies to invest in growth rather than return capital or buy back their own shares. There are other reasons to check the merit of buy backs.

Nathan Hughes on consistency in strange markets

Regardless of how a fund manager is performing, it's vital to have the confidence in a long-term set of rules that have stood the test of time through many markets, including recognising SRI principles.

Budget 2019: more news, views and videos

In our Federal Budget 2019/20 coverage, we present summaries and analyses of the Budget from Cuffelinks' sponsors, including newsletters and videos, plus a summary of Labor's overall strategy.

Balancing longevity and sequencing risk

Low interest rates have created problems for retirees, leading to the threat of a reduced lifestyle quality, running out of cash or accepting the age pension. Taking high risks at this point may make things worse.

Profit downgrade? Blame it on the rain

Exogenous factors like macro changes and weather can affect a company’s short-term profits. Management often blames uncontrollable factors for earnings downgrades but rarely owns up to a fortuitous tailwind.

Asset test changes create questionable advice

As pensioners and advisers adapt to the asset test changes, they should not place a different value on a dollar of income and a dollar of accumulated capital to support a retiree's lifestyle.

Sponsor White Papers

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

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.

  • 1 November 2018

Quarterly market insights: October 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.

  • 1 November 2018

2018 Australian Securitisation Investor Report

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.

  • 6 September 2018

Most viewed in recent weeks

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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