Perpetual Limited

Private credit is booming, but do investors really understand what they’re buying? Here are the questions they should ask their private credit funds, according to Perpetual’s Michael Murphy – read more: https://lnkd.in/gVpn_t6C #privatecredit #fixedincome

Treasurer Chalmers has described this year’s Federal Budget as a plan for a “new generation of prosperity in a new world of uncertainty.” But what does that mean for individuals, families, and the broader economy? Roxanne Gorman and Renée Condylis from Perpetual Private break down the key budget measures and their potential impact, providing clarity on how these changes may shape financial planning and decision-making. Explore our expert insights on the 2025 Federal Budget and what it means for you.   #FederalBudget2025 

There’s opportunity in semi-government bonds, but not all debt is the same. Here’s why investors must be choosy, according to Greg Stock – senior portfolio manager and head of credit research at Perpetual: https://lnkd.in/gcw447-b #governmentbonds #fixedincome  

As investors move to fill the hole left by bank hybrids, an alternative is emerging among corporates that may be worth considering. Perpetual’s Vivek Prabhu explains – read more: https://lnkd.in/ge5tQDkX #hybrids #corporatedebt #fixedincome

If we learned anything from the latest reporting season, it’s that investors are returning to fundamentals. Portfolio manager Nathan Hughes explains why value is making a comeback – read more: https://lnkd.in/gt52-r5H #reportingseason #ASX #equities

This year for International Women’s Day, we celebrate the incredible women driving change in our industry. Congratulations to Roxanne Gorman (NSW) and Carolyn O'Reilly (VIC), our 2025 Women in Wealth finalists! These awards recognise women who lead with expertise, innovation, and advocacy, making a real impact in the lives of their clients and the industry. Their dedication reflects the generational change and professionalism that continues to shape financial services for the better. Roxanne and Carolyn are also leading Advice for Women, by women, a Perpetual Private initiative dedicated to empowering women with the knowledge, confidence, and support to navigate life’s financial decisions. Learn more about Advice for women, by women: https://lnkd.in/gPm3Gwrn #WomenInWealth #AdviceForWomen #Financialwellbeing

Strong dividend returns from equities – and the prospect of rising corporate earnings – may offer an attractive alternative for investors seeking income, argues Perpetual’s head of equities. Here’s why: https://lnkd.in/gdavHYQQ #equities #portfoliomanagement #ASX

Where should value investors hunt when the market is focused on AI? Barrow Hanley’s Cory Martin says semiconductors, industrials, and Chinese equities are offering opportunities – read more: https://lnkd.in/g9BHMtfy Barrow Hanley Global Investors #globalequities #valueinvesting #valuestocks

Over the weekend, the Perpetual Private team was proud to sponsor So Hot Right Now—an event dedicated to help women navigate confidently through perimenopause, menopause, and beyond. Financial wellbeing is a crucial part of overall wellness, and our specialist advisers were there to start the conversation and address how women can take their next step in achieving financial security. It was inspiring to connect with so many incredible women on their wellness journey. At Perpetual, we are honoured to play a role in supporting women’s financial confidence and security. Roxanne Gorman Emily Sun CFP® Jessica Basinillo-Weaver CFP® Liz Wheatley Laura Kelly #FinancialWellbeing #WomenInFinance #Adviceforwomen

Last week we welcomed the 2025 Graduate Cohort across Perpetual Wealth, Perpetual Corporate Trust and Fordham, in Sydney, Melbourne and Perth. It was a pleasure to bring everyone together to share insights about each business and foster connections. We are thrilled to have such talented individuals join us as future leaders and look forward to being part of their career journeys.   Applications for our 2026 Fordham Graduate Program are open now. Don’t forget to apply, applications close on Sunday, 23 March. https://lnkd.in/ghJtBnH3 Applications for the 2026 Perpetual graduate program will open mid-year.