News & Insights

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.

As we head into the new financial year, we feel really excited by the stocks and exposures in both the long and short book. However, if FY21 has taught us anything it is to keep an open mind and learn from where we got things wrong.

Guy Bunce is a Senior Equities Analyst who covers transport, infrastructure and telcos for Perpetual. Here he takes us through a few of his favourite stocks, makes the case for Qantas and explains why the city office should not be written off just yet.

Market returns across most asset classes have been supercharged since the lows of March 2020, spurred by accommodative monetary policy, stimulatory fiscal policy and an improving global economic outlook. What has this all meant for Perpetual’s Diversified Income Fund?

The Perpetual Wholesale Ethical SRI Fund returned 42.5% for FY21 thanks to new investment opportunities thrown up by market volatility. Portfolio Manager Nathan Hughes shares his insights.

As a fundamental value manager, one way we can add value is avoiding stocks which look cosmetically cheap but are in fact value traps.of both our Australian and international businesses to deliver a unique and relevant product to market.

While it's hard to completely divorce your macro view from bottom-up stock picking, FY21 proved that it is a skill worth having. Portfolio Manager Anthony Aboud on the importance of keeping an open mind on market themes.

Global monetary and fiscal policy responses to COVID have been successful but also had profound implications for portfolio construction. Michael O’Dea, Head of Multi Asset, explains why.

The global economy is rebounding strongly in 2021 as lockdowns and other restrictions ease. However, it isn’t all plain sailing. Michael O’Dea, Head of Multi Asset, shares his insights.