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22 January 2026
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Non-banks in Australia and New Zealand have enjoyed record growth over the past decade, but can this success be sustained under new market conditions? Perpetual and the Australian Securitisation Forum have collaborated to look at the reasons for the growth of non-banks as well as the sector’s opportunities and challenges for future growth.
A challenging macroeconomic backdrop of rising inflation and interest rates has tested investor patience over 2022 and global recession fears have done little to help. This paper discusses developments with Perpetual's long-short funds and thoughts on the past reporting season.
The Perpetual Ethical SRI Fund, one of Australia’s first ESG funds, celebrated its 20th birthday last month. To celebrate, we take a look back at some of the Fund’s highlights, the process and performance.
The March quarter 2022 saw financial assets face renewed challenges, as China grapples with the Omicron variant of COVID-19 and conflict in the far east of Europe sees disruption and geopolitical tension rise.
Australia’s electricity system is undergoing unprecedented change arising from the proliferation of renewable energy generation, but our existing energy system is not designed to cope with such rapid transition.
(Written prior to the US election) Perpetual’s Multi Asset team share their perspectives on the most recent developments of the continuously-evolving Coronavirus situation and the related implications on financial markets, the global economy and policy responses.
The renowned investor says 2025’s real story wasn’t AI or US stocks but the shift away from American assets and a collapse in the value of money. And he outlines how to best position portfolios for what’s ahead.
Claims that Division 296 double-taxes franking credits misunderstand imputation: franking credits are SMSF income, not company tax, and ensure earnings are taxed once at the correct rate.
For the first time in decades, the Big 4 banks have real competition in home loans. Macquarie is quickly gain market share, which threatens both the earnings and dividends of the major banks in the years ahead.
Investor focus is turning increasingly to AI-related risks: is it a bubble about to burst, tipping the US into recession? Or is it the onset of a third industrial revolution? And what would either scenario mean for markets?
Cyclical stocks surge in upswings but falter in downturns. Compounders - reliable, scalable, resilient businesses - offer smoother, superior returns over the full investment cycle for patient investors.
A-REITs are often viewed as passive rental vehicles, but today’s index tells a different story. Development and funds management now dominate earnings, materially increasing volatility and risk for the sector.
Dairy farming offers real asset exposure, steady income and long-term growth, yet remains overlooked by investors seeking diversification beyond traditional asset classes.