News & Insights

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.

Perpetual’s Matt Sherwood looks at the big economic and market issues – earnings, interest rates and the (low) risks of recession and inflation. He also looks at the effect the three D’s – demography, debt and disruptive technology are having on world growth…

Rod Ellwood, General Manager - Capital Markets Fiduciary Services - emphasises the importance of continued global investment for the growth of Australia’s mortgage market.

Perpetual's Industrial Share Fund is now in its 50th year. Portfolio Managers Vince Pezzullo and Anthony Cay discuss their investment philosophy and how this thinking is being applied to current market opportunities.

Reporting season is when companies have to hang out their dirty laundry – or their pristine balance sheets. Paul Skamvougeras talks about what we learned from the published numbers and recent meetings with company management.

Matt Sherwood, Perpetual’s Head of Investment Strategy, discusses why tightening US financial conditions will cause market volatility to persist in 2016.

Rod Ellwood, General Manager - Capital Markets Fiduciary Services - discusses the crucial role securitisation will play as a funding tool for the growing demands of our economy.

Michael O’Dea, Head of Multi Asset, describes the investment approach of the Perpetual Diversified Real Return Fund and examines the dynamic way the Fund invests across a broad range of assets and investment cycles.

With FY15 reporting season now behind us Paul Skamvougeras, Perpetual’s Head of Equities, looks at the key themes that emerged and what it means going forward.

Covering 1.2 million loans and $350 billion in assets, the new ABSPerpetual is a single data repository linking issuers, the investment community and the RBA. Richard McCarthy discusses its history and what it means for clients and the Australian securitisation market.