News & Insights

With its’ own terminology and nuances, understanding fixed income investing sometimes needs an explainer. Perpetual provides an overview of this often misunderstood asset class and explains how fixed income securities work, from issue through to maturity.

In this article, we focus on the types of fixed income securities, the diversity of fixed income investments and the credit market. Do you know the difference between money market securities, bonds and credit? Do you understand where your investments sit in a company's capital structure?

Despite interest rates barely keeping pace with inflation, investors still flock to cash. Fixed income assets can provide both income and diversification benefits to an investment portfolio and can be an effective tool for capital preservation – a feature that makes fixed income the anchor for a diversified investment portfolio.

The Perpetual Global Share Fund is a hand-picked portfolio of high quality companies chosen for their long-term investment potential and attractive valuations. Portfolio manager Garry Laurence shares why the Fund has added Whirlpool and Nintendo to its portfolio.

The Perpetual Global Share Fund has a slice of the growing pizza market. Perpetual Investments’ portfolio manager Garry Laurence shares why there's plenty of dough to be made by global pizza wars and explains why he believes the investment in Telepizza will deliver for investors.

Meet Greg Stock, Head of Credit Research at Perpetual Investments. Greg has almost two decades experience in investment management, accounting and risk management and shares his insights into his wealth of experience and the biggest influencers throughout his career.

2018 will be remembered as a year where market volatility returned. The 2019 sharemarket outlook is challenged as expectations remain elevated, growth is slowing across the world and margins are under considerable revenue and cost side pressure.

The sound and fury of the mid-term elections in the US have come and gone, but what did the results mean for financial markets? Meanwhile, as we move into 2019, the US Fed is fast approaching a critical juncture and it’s next few decisions could have a profound impact on investors and business.

Active asset allocation is becoming increasingly important to manage risk and enhance returns for investors. Explore Perpetual’s three layers of defence, an all-terrain investment approach to portfolio construction, built to navigate a challenging return environment and help smooth the investment journey for investors.

Garry Laurence, Portfolio Manager of Perpetual’s global equities strategies discusses trade wars, why they are occurring and how they could open up investment opportunities.

Among the many companies Garry visited, he spent time with the management team at Nomad Foods, and discovered a company that’s well down the road to becoming a European food powerhouse.

The message from data and the markets in early October was abundantly clear - yields are rising and growth is slowing, which means portfolios need to shift. A structurally larger US fiscal deficit and a Federal Reserve which is determined to raise rates to neutral or above is pushing nominal and real US bond yields higher.