News & Insights

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.

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 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.