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17 May 2025
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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.
Neuberger Berman's senior investment leaders look to the coming year in the global economy and markets and identify key themes they anticipate will guide investment decisions in 2021.
Chief Economist, David Bassanese, outlines what he considers to be three alternative global investment opportunities and how to access some of the 98% of investment opportunities that are outside of Australia.
Like tech in the US, a few Chinese internet behemoths have become increasingly dominant in the emerging market cap-weighted index, Realindex Investments reports.
This note provides an update and looks at five reasons why the Australian economy is well placed for a solid recovery in 2021 and why Australian shares are likely to be relative outperformers versus global shares.
Water itself isn’t just an economic policy issue and risk arising from population growth and climate change. This paper outlines how water is impacting the day-to-day operations of investee companies and how they are thinking through their own business models and business risk.
(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.
For a view of the US election result and the effect on the stock markets and the economies of the US and Australia, we’re talking with three of Perpetual's investment specialists and researchers.
In March 2020, air travel as the public knew it changed forever due to the outbreak of COVID-19. The challenges faced by airlines are significant but there are reasons to invest selectively now.
While bear markets can be difficult, they can also be periods of opportunity. To help put recent markets into perspective, this report outlines three facts about market recoveries and three mistakes that investors should avoid.
Investor portfolios built on a dividend-focused strategy will need to be 100% allocated to equities and greatly elevate their portfolio risk, to meet most income needs in the current low yield environment.
Last year's “back in black and back on track” budget was all about delivering the long-awaited budget surplus. This year, it’s spend, spend, spend as the focus remains on recovery and jobs, jobs, jobs.
Labor has announced a $2.3 billion Cheaper Home Batteries Program, aimed at slashing the cost of home batteries. The goal is to turbocharge battery uptake, though practical difficulties may prevent that happening.
The famed investor says the rapid switch from globalisation to trade wars is the biggest upheaval in the investing environment since World War Two. And a new world requires a different investment approach.
Every crisis throws up opportunities. Here are ideas to capitalise on this one, including ‘overbalancing’ your portfolio in stocks, buying heavily discounted LICs, and cherry picking bombed out sectors like oil and gas.
The boss of Australia’s fourth largest super fund by assets, UniSuper’s John Pearce, says Trump has declared an economic war and he’ll be reducing his US stock exposure over time. Should you follow suit?
While many chase high yields, true investment power lies in companies that steadily grow dividends. This strategy, rooted in patience and discipline, quietly compounds wealth and anchors investors through market turbulence.
The Australian stock market has had almost 40 dips of 10% or more since 1920, with many of these triggered by weakness in the US. What would have happened in each case had you 'bought the dip'?