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Thursday, 27 January 2022

Home / Sponsors / Perpetual Investments

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

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Six stocks positioned well for a solid but volatile recovery

The rotation to economic recovery favouring value stocks continues but risks loom on the horizon. What lessons can be drawn from reporting season and what are the trends as inflation appears in parts of business?

Five stocks that have worked well in our portfolios

Picking macro trends is difficult. What may seem logical and compelling one minute may completely change a few months later. There are better rewards from focussing on identifying the best companies at good prices.

Among key trends in Australian banks, one factor stands out

The Big Four banks look similar but they are at fundamentally different stages as they move to simpler business models. Amid challenges from operating systems, loan growth and neobank threats, one factor stands tall.

Unlimited potential: innovation wrap for March 2021

This month's look at innovations changing the world explores computer chips, cryptocurrencies, renewables, cybersecurity, robotics, mobility, alternative foods, finance ... there is no limit to human ingenuity.

Innovation wrap: the amazing world of the latest tech trends

A monthly look at innovations changing the world explores cornea transplants, cancer diagnosis, aging, AI, virtual and augmented reality, disinformation, mobility, space, environment, batteries ... there is no limit.

Perpetual: Biden impact not as important as China for Australia

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. 

Interview on new technologies with more potential to grow

For many global tech companies, COVID has boosted their revenues and pushed share prices to all-time highs. We are on the cusp of amazing technical advances and there are plenty of new opportunities.

How do you pick the right global stocks during Covid-19?

The varying degrees of market performance are due to the mix of sectors and stocks in each index. The best plan of attack is to find quality companies in essential services at favourable prices.

Vivek Prabhu on the volatility of bonds in changing times

While coronavirus has brought into sharp focus the risks in bond portfolios, markets are always changing. Relative value and risks must be constantly watched as opportunities are presented.

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.

Sponsor White Papers

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

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
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Should I pay off the mortgage or top up my superannuation?

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Part 2: Hamish Douglass on not swinging for the fences

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10 big investment themes to watch in 2022

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