Economic update May 2023
Investment markets were relatively calm in April, following a period of heightened volatility in March when banking failures in the US and Europe had shaken confidence. Most major...
Five charts on investing to keep in mind in rough times
Posted at 16 May 2023
in General Interest
Key points Successful investing can be really difficult in times like now with immense uncertainty around inflation, interest rates, issues in global banks and recession risks impacting the outlook for...
The opportunities in energy transition
Posted at 16 May 2023
in General Interest
After the wild ride experienced by investors in 2022, Perpetual's Deputy Head of Equities, Anthony Aboud is seeing opportunities in high quality companies which have traditionally been classified as growth...
Where is the Recession?
Posted at 16 May 2023
in General Interest
Key points A progress report on inflation: Inflation appears to have peaked, led by improvements in core goods prices and rate sensitive sectors like housing. The policy focus has shifted...
Credit risk in focus amid bank tumult
Posted at 16 May 2023
in General Interest
Key views Tightening financial conditions and a return of credit risk have reinforced our risk-off stance. The Credit Suisse deal highlights policymaker actions are negative for bank shareholders and some...
What to do when your fixed rate home loan term is ending
Posted at 16 May 2023
in General Interest
Many Australians were fortunate to lock in record low interest rates but this may be drawing to an end. A large portion of mortgages will be approaching the end of their...
US banks, inflation, interest rates and recession risk – what it means for investors
Posted at 18 Mar 2023
in General Interest
Key points US regional bank failures have added to uncertainty about the investment outlook flowing from inflation and rate hikes. Specific issues with the failed banks and action to protect...
Why investing for retirement is different
Posted at 19 Feb 2023
in General Interest
When you’re still employed and earning a salary, there’s money coming in you can rely on. In retirement, in the absence of a regular salary you’ll need to find a...
What are asset portfolios?
Posted at 19 Feb 2023
in General Interest
Building your wealth for the long term starts with a sound investment strategy; but with so many options outside your superannuation fund, from bonds to managed funds, where should you...
Ways to expand SMSF investment horizons
Posted at 19 Feb 2023
in General Interest
The mix of investments that is right for an SMSF will depend on very personal factors, including SMSF members’ age, lifestyle, attitude to risk and personal goals. And it’s not a...