News & Insights

The sound and fury of the mid-term elections in the US have come and gone, but what did the results mean for financial markets? Meanwhile, as we move into 2019, the US Fed is fast approaching a critical juncture and it’s next few decisions could have a profound impact on investors and business.

Active asset allocation is becoming increasingly important to manage risk and enhance returns for investors. Explore Perpetual’s three layers of defence, an all-terrain investment approach to portfolio construction, built to navigate a challenging return environment and help smooth the investment journey for investors.

How do you choose a financial adviser? We surveyed 3,000 Australians and discovered the best adviser relationships are based on three common traits. Find out more.

“It’s only when the tide flow out, that you see who’s been swimming naked,” Now that volatility and geopolitical risk have resurfaced, it’s time to remember the value of a large, expert, impartial trustee – one who can respect the interest of stakeholders while putting the needs of investors first.

We sat down with Evert-Jan Ouweneel from World Vision to get a macro-perspective on our world as it is today. He discussed where we’re headed and what it will take to steer our planet towards a more sustainable future.

Treat yourself to a great read this festive season. As Trustee for the Miles Franklin Literary Award, we have some inspiring suggestions for you.

Investment commentators have been warning for months that both bond and equity markets were due a pullback from their lofty heights. Now that it’s happening it may make sense to look at funds that add more breadth – more diversification – to your portfolio.

What are the secrets of people who have enough time for themselves and the money to help those they care about most? To find out we asked 3,000 Australians about their habits and passions and here is what we learnt.

The upcoming Federal election could have big implications for High Net Worth individuals and families. We look at some of the proposed tax changes and at how investors should deal with tax issues that are promises but not yet policy.

Structured giving can extend the impact and the longevity of your charitable donations, but you can do even more good if you reshape your financial investments so they’re aligned with your values while also earning a return.

Garry Laurence, Portfolio Manager of Perpetual’s global equities strategies discusses trade wars, why they are occurring and how they could open up investment opportunities.

Among the many companies Garry visited, he spent time with the management team at Nomad Foods, and discovered a company that’s well down the road to becoming a European food powerhouse.