News & Insights

The Ian Rollo Currie Foundation has been providing relief to “aged people in necessitous circumstances” since the 1970s. Today it’s seeking greater impact through collaboration and experimentation. Here’s how…

Evidence suggests Aboriginal Community Controlled Organisations are best placed to deliver services and programs to improve the lives of Aboriginal and Torres Strait Islander peoples. This article looks at why that’s true – and how philanthropists can help.

Perpetual’s Australian equities team spent much of February and early March analysing those listed companies that reported on their performance over the quarter or half year to 31 December 2021. Results were generally strong, with better-than-expected revenues somewhat offset by lower margins and much higher than expected working capital. Here are a few sector and stock trends we see.

Kyle Lidbury, Head of Investment Research at Perpetual Private says the recent market volatility marks a turning point in economics and markets. Here’s what’s changed – and what it means for NFP investors.

The pandemic was the greatest challenge for the global economy since the Great Depression. Whilst we still live in uncertain times, the Treasurer confirmed that “Australia remains resilient. Australians remain strong”.

Perpetual Private’s Amanda MacDonald and Daniel Elias discuss how market volatility affects retired investors and how they can manage both the mental and strategic challenges.

Perpetual’s philanthropy team assess recent changes to electoral laws that could create the risk of new disclosure obligations for charities engaging in campaigning and advocacy. Here’s a top-line look at the issue

Kyle Lidbury, Head of Investment Research at Perpetual Private, says the recent market volatility marks a turning point in economics and markets. Here’s what’s changed – and what it means for investors.

Maximum impact philanthropy’ is all about getting more impact out of every dollar you donate to good causes – whether that cause is social, environmental, medical or political. In this article we look at two ways you can maximise that impact. And how the new Perpetual/Stanford Philanthropy toolkit makes it easy to do.

Philanthropy Australia’s Nick Richardson talks to Caitriona Fay and Stanford University’s Heather Newberry Lord about the Stanford/Perpetual Philanthropy Toolkit – what it does, why it was needed and its uniquely Australian flavour.

We are excited and humbled to win the Multisector Fund of the year at the 2022 Morningstar Fund Manager of the year awards.

Some Perpetual funds use both shorting strategies and long positions in their attempts to generate a return for investors. But with equity markets performing well in 2021, is there still a place for shorting companies and sectors the investment team feels are overvalued?