Intelligent Financial Outcomes 
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, … Read more
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 fixed term, leaving many households paying two to three … Read more
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 bondholders. We stay underweight most equities, cut credit to neutral, … Read more
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 notes the decarbonisation trend as a key … Read more
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 investment markets. This makes it all the more important to … Read more
It has finally happened. Recommended by the Cooper Super System review in 2010, put forward in the Federal Budget four years ago by then Treasurer Scott Morrison and finally passed on 17 June 2021, the maximum amount of members allowed … Read more
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 … Read more
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 … Read more
Is it really possible to live within your means and still enjoy life? The answer is yes and with just a few important changes you can start spending less and lose the debt. From less than zero to savings hero … Read more
Making sure you’re getting the best deal on insurance without missing out on the cover you need can feel like a minefield. Get to know where and how to buy. The low down on buying insurance There’s no two ways … Read more