News & Insights

Profit margins in the residential aged care sector continue decline as the covid response continues to bite. This has a clear knock-on effect on the ability for providers to protect their Balance Sheets and ultimately to grow and enhance their facilities.

Here’s a look at the past quarter’s market moves in key asset classes – and what changing market dynamics mean for Trust beneficiaries.

With geopolitics, inflation and interest rates calling the shots, investment markets had a jumpy quarter in March. But changing market dynamics present opportunity as well as risk. Here’s how.

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.

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.

For trustees looking at how to maintain income yields from their portfolios, 2022 could see a subtle but important shift in where that income comes from. Here’s Perpetual Private’s review of 2021 and outlook for 2022.

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.

After a year of sunshine for equity markets in 2021, what will define 2022? Covid variants, inflation, interest rates or geopolitical shifts? Here’s a look at the Perpetual Private approach to a change in the weather in investment markets.

Responsible investing is one of the fastest growing trends in asset management. We look at what’s moved the dial and how an active approach can deliver on the big promise of Responsible Investing: a better world and better returns.

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.

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.