News & Insights

Business owners’ work and personal lives are inextricably intertwined, as are their finances. But both their business and personal finances perform best when there is a certain level of separation. We help business owners and managers navigate this wealth journey.

With the inflation debate well and truly established as an investment theme, we spoke to Australian supply chain insiders to get a snapshot of exactly what is going on in their businesses. Perpetual SHARE-PLUS Long-Short Fund Portfolio Manager Anthony Aboud takes us through the findings.

ASF Perpetual report into the growth of sustainability in the securitisation and the challenges participants face in meeting investor demand.

Whatever activity you’re engaged in, the right tools will make you more effective. The new Perpetual/Stanford Philanthropy Toolkit provides all the tools you need to give more enjoyably – and with more impact.

Perpetual’s Portfolio Manager Thomas Rice looks at sectors he likes, key trends ahead for innovation investment and a ‘truly transformational’ US disruptor.

The rotation to an economic recovery favouring value stocks continues but risks loom on the horizon. Perpetual’s Head of Equities, Paul Skamvougeras, looks at the lessons learnt from reporting season and the trends he expects to see as NSW and Victoria reopen.

Markets have continued to rise in the third quarter of 2021 as Delta surges, but doesn’t derail, the global economy. While some concerns persist, especially around inflation, geopolitics and equities, Perpetual Private believes the market outlook remains broadly positive.

Strong equity markets have boosted income distributions in a welcome result for trust income beneficiaries. Low interest rates continue to hold back income, but investment income is gradually returning to 2019 levels.

Whatever activity you’re engaged in, the right tools will make you more effective. The new Perpetual/Stanford Philanthropy Toolkit provides all the tools you need to give more enjoyably – and with more impact.

The new Perpetual/Stanford Philanthropy Toolkit provides all the tools you need to give more effectively and enjoyably. Here’s how to use it for maximum effect.

Every year Perpetual collects a wide range of data on the NFP sector via funding applications from our IMPACT Philanthropy Application Program (IPAP). That data - and insights from Perpetual's community team - provide a real snapshot of what's happening in the community sector in Australia today.

We are excited and humbled to win Fund Manager of the year at the 2021 Zenith Investment Partners Fund Awards