Perpetual Limited

US fixed income is looking expensive, but investors could find better opportunities elsewhere. Perpetual Asset Management's head of fixed income Vivek Prabhu explains more in his latest article: https://lnkd.in/ginKkNN8 #RMBS #fixedincome #credit #perpetual

Advice for women, by women - get to know Marisa Senese, Senior Financial Adviser, Perpetual Private. "I think women naturally connect well with other women, I often find that I have been through similar experiences as some of my clients, such as navigating divorce, so I can really empathise with them and understand what they are going through. It's so important to form strong connections with your clients and listen to their goals and what's most important to them. Being an advisor is an incredibly rewarding job and gives me a real sense of purpose. Investing wisely grants opportunity, I think it's important to find the right balance between being responsible with money but also having fun along the way. If you manage your wealth effectively it could create opportunities for things like travel or to leave a legacy for your family and future generations. If you're at the start of your financial journey and want to know where to start, just start by knowing and understanding your cash flow. Put a budget in place, it's not hard and it doesn’t need to be complex, just get your budget right. It's never too late to start!"

Residential mortgage-backed securities could offer attractive returns and strong cashflow. Here, portfolio manager Thomas Choi explains how to get exposure – read more: https://lnkd.in/gNGDgtET #RMBS #fixedincome #homeloans #perpetual

We are pleased to announce the Perpetual Direct Australian Equities Responsible Investment (DERI) Portfolio has been certified by the Responsible Investment Association Australasia (RIAA) and is now available on HUB24 Limited. Find out more about our portfolio here: https://lnkd.in/gBT4uwza Kyle Lidbury, CFA CAIA, Amanda Chow, CFA, Alan Logan, Stephen Kench, CFA, Daniel Nelson, CFA

Perpetual's Wealth Management team have released the latest Quarterly Market Update. To learn more, read the report here: https://lnkd.in/gfXhJf6E

Respected research house Zenith Investment Partners has named Perpetual Limited the winner of its 2024 Multi Asset (Real Return) award. Congrats to Matt Sherwood and the Perpetual Multi-Asset team. Perpetual was also recognised as a finalist in the Fund Manager of the Year and Sustainable and Responsible Investments (Growth) categories. Meanwhile, Pendal took out the 2024 Sustainable and Responsible Investments (Income) award and was a finalist in the Multi Asset (Diversified) category.   Congratulations to all finalists and winners.   #zenith #assetmanagement #investment

The Australian Financial Review has named Perpetual Digital – Perpetual Corporate Trust’s (PCT) innovation company – as a category finalist in its prestigious 2024 Innovation Awards. Perpetual Digital was founded just six years ago, with a bold strategic vision to take forward the history of Perpetual’s 138-year-old, trusted brand into the next phase of evolution. This meant leveraging PCT’s unparalleled experience and expertise as a trustee, custodian and data services company and transforming that capability into a leading Digital SaaS platform business. The prestigious AFR recognition is confirmation Perpetual Digital is delivering on its vision. Perpetual Digital’s suite of next generation software as a service (SaaS) applications and data analytics platforms not only underpin PCT’s long-standing critical role in the industry, but also enables PCT’s banking and financial services clients to deliver their own digital transformations to automate key finance, treasury, funding, credit, risk and investment processes. More on Perpetual Digital’s exceptional growth and market-leading products available here: https://lnkd.in/gzftJYRC #PerpetualDigital #PerpetualCorporateTrust #Innovation #AFRMostInnovativeCompanies

Perpetual’s head of fixed income has been overweight Aussie bank subordinated debt for two years. Now, he’s taking profits – here’s why: https://lnkd.in/gTyV39G2   Vivek Prabhu #fixedincome #bankdebt #perpetual

Congratulations to our Perpetual Australian Equities team on winning the best market neutral fund at the Australian Alternative Investment Awards. https://lnkd.in/g7ijVRkM #Perpetual #Australianequities #alternativeinvestments

Did you miss Barrow Hanley’s recent webinar? No worries. Register now and tune in on demand to hear about where to find opportunity as growth falters: https://lnkd.in/gX7nPqv3 Barrow Hanley Global Investors, Brad Kinkelaar, James Carpenter, James Holt, David Ganucheau   #valuestocks #equities #valueinvesting