News & Insights

Perpetual’s Joe Williams talks about trends in the Australian commercial property sector and the breakdown of traditional risk/return classifications and the impact of excess liquidity.

Since the GFC the growth in Exchange Traded Funds (ETFs) has been staggering, we look at why - and why - the next big trend is active management of assets in the ETF space.

How did Donald Trump pull off his surprise election win? What does it mean for the markets and the US economy? Perpetual’s Matt Sherwood looks at the implications of a major political upset.

On the eve of the US election, Clinton is ahead in the polls but markets have long underestimated the risk of a Trump win. Perpetual’s James Holt looks at the investment market implications of an upset election result.

The UK has voted to leave the EU. What does this mean for the markets, both parties in this divorce - and for investors?

Perpetual’s Matt Sherwood looks at the reasons behind the global earnings recession, whether conditions are easing and what this means for investors.

Will recent central bank decisions lift growth? Perpetual's Matt Sherwood looks at which structural reforms are most important in improving the macro outlook.

Perpetual’s Matt Sherwood argues the world is not out of policy ammunition and if fiscal policy is managed to boost spending and monetary policy at preventing deflation, the world can escape its current demand deficit.

An apparent slowing of Chinese growth is often cited as the catalyst for recent market turmoil. Perpetual’s Matt Sherwood believes the real culprit is tightening US financial conditions. Find out what this mean for investors.

With low unemployment, improving growth and better personal balance sheets, the coming US rate hike is not going to disrupt the economy. But the pace and nature of the tightening cycle will be watched around the world. Matt Sherwood explains why.

Why Perpetual's Matt Sherwood believes that ECB policy is likely to spark a shorter risk rally, given low bond rates and high equity valuations | Perpetual

Perpetual’s Matt Sherwood looks at the benefits of real return investing – a way to find a good balance between risk and return.