Perpetual’s Diversified Real Return Fund seeks to protect and grow investors’ capital using its Three Layers of Defence philosophy. Our Head of Multi Asset, Michael O’Dea, explores the first layer in this case study.
Markets and economies took an unexpected path in 2016/17 – they often do. Yet in general returns were better than many expected – especially given the political shocks delivered by British and American voters. Our asset class experts look at what happened – and why next year will be different again.
This financial year, like every one before it, contained its share of shocks and of less obvious but equally remarkable trends. Our asset class heads review the year and explain their outlook for the next one.
Industry insight and client-friendly thought starters
It’s called “Personal Financial Advice for a reason. That’s the view of Perpetual’s Head of Insights, Gary Lembit, who surveyed 3000 Australians and found an elite group of them who were able to achieve a sort of nirvana on earth...
After years of measuring adviser performance through thousands of client interviews, I’ve come to see consistent patterns of behaviour that contribute to outstanding client relationships. Small gestures often make the biggest difference.