News & Insights

Aviva Investors is the funds management organisation of Aviva PLC, one of Europe’s largest insurers. Globally it has 1,500 employees in 20 offices and manages A$600 billion in investments (as at May 2019).

PineBridge is a private, global asset manager with over A$128 billion of assets under management (as of 31 March 2019). The company decided to bring its active fund management expertise to Australia in 2014 to capitalise on the market’s fast-growing asset pool and appetite for active funds management.

Qualitas an Australian real estate financier and investment manager, established in 2008, has been a long-standing client of Perpetual. We speak to Kathleen Yeung, Chief Financial Officer of Qualitas about choosing a service provider who not only understands what they do, but are also able to help them deliver on service outcomes for their clients.

Ophir Asset Management is a specialist small and mid-cap equities investment manager, who manage over 1bn in capital on behalf of their investors. Rob Saunders from Ophir Asset Management, discusses why, when seeking a responsible entity for their Ophir High Conviction Fund, it was important for them to choose a partner, not just a service provider.

We sat down with Evert-Jan Ouweneel from World Vision to get a macro-perspective on our world as it is today. He discussed where we’re headed and what it will take to steer our planet towards a more sustainable future.

Intermediate Capital Group (ICG) brought alternative asset management strategy to Australian investors. Managing Director of ICG, Greg Fendler talks about Australia as a well-established and growing economy and their success down under.

This year has seen a range of proposed changes to the MIT landscape. In this video Phillip Blackmore, Head of Wholesale Trustee at Perpetual Corporate Trust, speaks with Josh Cardwell, Head of Real-Estate Tax, PWC Australia, about what these changes mean to investors.

Vicki Riggio was recently appointed as General Manager, Managed Fund Services within Perpetual Corporate Trust. Responsible for Custody, Wholesale Trustee, Responsible Entity Services, Investment Management for Managed Investment Trusts and for Perpetual’s Singapore business, she bring more than two decades’ experience in corporate trust.

Perpetual’s Joe Williams talks about trends in the Australian commercial property sector and the breakdown of traditional risk/return classifications and the impact of excess liquidity.

Perpetual’s Head of Multi Asset, Michael O’Dea believes that with interest rates at historic lows and equity valuations stretched, investors are having to take more risk to achieve the same returns.

Perpetual’s Head of Investment Strategy, Matt Sherwood, takes a detailed look at the market outlook for 2017 – will it be another year of weak growth, why is the 10 year bond rate the ‘great unknown’ and how should investors respond?

Perpetual’s Head of Equities Paul Skamvougeras runs the rule over the recent reporting season and discusses some major market themes – including the outlook for some big companies currently ‘priced for perfection’ at a time of record low rates.