News & Insights

In history there are decades where not much happens, and there are months where decades happen. Covid-19 has had far reaching effects on how economies function, where we work and how firms do business, and that process is on-going. Matt Sherwood, Head of Investment Strategy, Multi Asset, discusses his outlook and important factors for 2022.

Perpetual Asset Management Australia has launched the first of a suite of Exchange Traded Managed Funds − commonly referred to as active ETFs – as the Perpetual Ethical SRI Fund commenced trading on the ASX. The launch of active ETFs is aligned with our strategy to offer investors an additional channel to access Perpetual’s proven active management expertise.

The Perpetual Ethical SRI Fund is full of businesses with resilient balance sheets, strong market positions and decent cash flows, which Portfolio Manager Nathan Hughes believes have gone largely unnoticed by the market. Here he discusses the sectors and stocks he likes.

Investors building a low-risk income generating portfolio are facing a challenging market with low interest rates on government bonds and term deposits. Here, Perpetual’s Credit & Fixed Income Head, Michael Korber, looks at how corporate credit can work as an alternative.

With the inflation debate well and truly established as an investment theme, we spoke to Australian supply chain insiders to get a snapshot of exactly what is going on in their businesses. Perpetual SHARE-PLUS Long-Short Fund Portfolio Manager Anthony Aboud takes us through the findings.

Perpetual’s Portfolio Manager Thomas Rice looks at sectors he likes, key trends ahead for innovation investment and a ‘truly transformational’ US disruptor.

The rotation to an economic recovery favouring value stocks continues but risks loom on the horizon. Perpetual’s Head of Equities, Paul Skamvougeras, looks at the lessons learnt from reporting season and the trends he expects to see as NSW and Victoria reopen.

We are excited and humbled to win Fund Manager of the year at the 2021 Zenith Investment Partners Fund Awards

The Perpetual Credit Income Trust (PCI) invests in a pool of fixed income and credit assets. Michael Korber and Anne Moal, portfolio managers of PCI, discuss how they have managed the Trust in the current market conditions and the opportunities they are seeing in credit and fixed income.

Sound management is a key pillar of our investment philosophy and the COVID pandemic has again highlighted how important a top CEO, leading a good management team, is when developing an investment thesis. But how does this work in practice?

Markets staged a great recovery, but Delta strain, lockdowns and declining bond yields mean new risks. Where does this leave investors?

Investors know Trillium Asset Management as an impact-driven, ESG-focused firm that Perpetual is introducing to a global audience. But the company’s shareholder advocacy is also a template for how active ownership can create positive social and environmental change.