Perpetual Limited

In our 2025 reflections video, the Perpetual Private Investment Research Team reviews the key themes that shaped the year - geopolitics, market shifts, and the ongoing role of AI and discusses how these insights inform our investment approach for the year ahead. Read the article and hear more from the team in the full video at the link below. https://lnkd.in/gptuYMXx Kyle Lidbury, CFA CAIA, Andrew Garrett, CFA CAIA, Hugo Goode, CFA, Emily Barlow, CFA, Lydia Kav, Daniel Nelson, CFA, David Blunt, CAIA, GAICD, Hugo Agudo, Desmond Tsao, CFA

Rising tail risks are behind the twin records in gold and equities markets. That means investors need to think carefully about positioning. https://lnkd.in/gfQH2-Je #credit #fixedincome #ETF

Many fixed-income investors are looking beyond investment-grade credit in the search for stronger returns. Perpetual's Greg Stock shares his insights. https://lnkd.in/gtgY_B5F #credit #fixedincome

How are not-for-profits balancing risk and return in 2025? Over the past four years Perpetual Private has analysed how non-profits approach investment portfolio construction. Whether you’re already invested or considering options beyond cash and term deposits, see how your peers are tackling: - Asset allocation - Growth vs defensive weightings - Home bias and diversification - The role of alternatives Plus, four practical questions for your next investment conversation. One key question for boards to consider is: What's driving your investment decision making? With markets shifting and rates easing, it’s easy to chase returns. Now is a good time to check your portfolio still aligns with your long-term goals. Whether you're seeking to refine your investment strategy, address new challenges, or simply have questions, we're here to provide the expertise and guidance you need. https://lnkd.in/gHTbKWFQ

Where to find value now? This Friday at 11am AEDT join a short, live webinar with Perpetual's head of Australian equities Vince Pezzullo and US-based Barrow Hanley CEO Cory Martin. These two highly experienced investment managers will explain: - How to position for disciplined value in Aussie and global equities - Where to find unique, idiosyncratic stocks at fair value - What to look for in superior, quality stocks with good prospects and strong industry positions Register here: https://lnkd.in/gdrKwUHv CPD accreditation available