News & Insights

Thanks to Central Bank actions and a long period of low interest rates investors may be underestimating the risk attached to some traditionally low volatility stocks. Our Deputy Head of Equities, Vince Pezzullo, examines the implications.

Perpetual’s Diversified Real Return Fund seeks to protect and grow investors’ capital using its Three Layers of Defence philosophy. Our Head of Multi Asset, Michael O’Dea, analyses the second layer...

Perpetual’s Diversified Real Return Fund seeks to protect and grow investors’ capital using its Three Layers of Defence philosophy. Our Head of Multi Asset, Michael O’Dea, explores the first layer in this case study.

Markets and economies took an unexpected path in 2016/17 – they often do. Yet in general returns were better than many expected – especially given the political shocks delivered by British and American voters. Our asset class experts look at what happened – and why next year will be different again.

This financial year, like every one before it, contained its share of shocks and of less obvious but equally remarkable trends. Our asset class heads review the year and explain their outlook for the next one.

In the past few years there has been a seismic shift away from investing in active funds and towards index funds and Exchange Traded Funds (ETFs). Find out more..

Commentators are now talking about rising interest rates. That’s a big issue for investors in fixed interest (especially government bonds and bond funds). Here's why...

How three layers of defence in portfolios can help smooth an investment journey

Thanks to technology and globalisation the world is getting ever more complex. But in the Perpetual Global Share fund we take a very simple approach to investing. As an active, value manager, with a bottom-up investment process, we want to invest decisively based on intensive analysis of an investment’s quality, value and risk.

Real return funds have the ability to use strategies such as “relative value” to exploit risk and return imbalances within asset classes. Find out how Perpetual has taken advantage of these opportunities to benefit your clients.

What can an Under 7’s game of soccer teach you about the stock market? Pertpetual’s Anthony Aboud dissects the game with some timely tips on avoiding investment own goals.

A recent Morningstar analysis of long-term returns highlights that good active management can beat index fund returns – and by a substantial margin.