The opportunities in energy transition 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 stocks. He also...
What causes market movements? When the news is filled with headlines about market movements, it’s normal to feel a bit anxious. Here are three things to keep in mind the next time share markets aren’t behaving the way you’d like them to. Markets constantly...
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 share markets closed the month around 2% higher, extending...
The 2023-2024 Federal Budget Return to surplus with fastest improvement since end of WW2, cost of living help but structural deficits remain (albeit smaller). Key points The budget this year is expected to return to a surplus of $4b thanks to a continuing revenue...
The RBA hikes rates by another 0.25%. Are we there yet? Key points The RBA hiked again by 0.25% taking the cash rate to 3.35%. It continues to expect to increase interest rates further. We remain of the view the cash rate is near the top as: rate hikes impact with a...
How to deal with rising inflation Between March 2021-22, inflation in Australia rose by 5.1%. Meanwhile, wages only rose by 2.4%1. With the bare essentials becoming – well, expensive, it’s not surprising that many people are looking for new ways to save money or...
