News & Insights

Although it may not be top of mind, pre-emptively considering the tax obligations of your beneficiaries is important when planning for a wealth transfer.

Elysse Lorenti, Senior Financial Adviser at Perpetual Private looks at how your risk profile can help you decide what asset allocation is suited to you and your investments, and how different asset allocation strategies can mean different things to different fund managers.

Shorting is tough at the best of times and extremely challenging in the current environment. However, we see great shorting opportunities in some industries, which have benefitted dramatically from the COVID-19 lockdowns. In this environment, the skills needed to read and objectively assess short reports will be vital.

A negative short report on a company you own may test your resolve, but it should not impact your investment. If anything, you should be pleased that someone has, free of charge, alerted you to something which challenges your investment thesis on a stock. In this case study, we look at the example of Bingo Industries (ASX:BIN).

Shorting in today’s market is challenging. Whether it be co-ordinated short squeezes from Reddit traders, tweets from Elon Musk or an unsympathetic media, short sellers aren’t having a great time. But who will ultimately be the real winners and losers?

Socially Responsible investing is now mainstream, particularly for NFPs where donors and stakeholders expect NFP values to be reflected in your investments. Defining NFP values requires creating an investment mandate for those values and requires careful consideration by Boards.

Justice Connect’s Sue Woodward has a unique read on how NFPs coped in 2020 and what they need to do in 2021 to ensure long-term relevance. Sue and Perpetual’s Jane Magor lay out five key areas for NFPs and philanthropists to focus on.

Perpetual has enjoyed a five-year partnership with Stanford’s Centre on Philanthropy and Civil Society (PACS). In this article, Stanford’s Lucy Bernholz outlines her prediction for Philanthropy in 2021.

To celebrate International Women’s Day, Perpetual brought together two outstanding young Aboriginal women – Krista Dunstan and Taliah Payne - to talk about everything from culture to mentors, from philanthropy to Richard Branson. Join the conversation!

We talk with Sarah Fox, a Research Analyst at Perpetual Private and Julie Hough, a Partner at Fordham on the challenges – and progress – women are making towards financial equality and independence.

With COVID-19 vaccination development and roll out worldwide, Andrew Garrett, National Investment Specialist at Perpetual Private explains why the economic challenges won’t disappear overnight.

In an interview with the Australian Financial Review, Vince Pezzullo, Deputy Head of Equities, praised businesses like Qantas, Flight Centre and Boral for their willingness to reinvent themselves in response to the global pandemic.