News & Insights

Perpetual Private’s investment team discuss the story of 2018 and what will happen in investment markets in 2019.

Despite good economic growth numbers and decent corporate earnings, 2018 was a challenging year for many investors. So how might 2019 play out?

Aged care providers have been asked to make initial submissions to the impending royal commission by January 7th. Now’s the time to get serious about your approach.

A small proportion of Australians have found the secret to happiness – and a big part of it is giving time and money to others. Meet the Sweet Spotters.

These are the key insights from the 2018 CEO study tour that saw a group of Australian NFP leaders travel to San Francisco to engage deeply with key scholars, and the innovative energy of Stanford University.

Looking back over 2018, it felt like a year where civil society responded, and at times fought back, against some major threats to our democracy.

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.

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.