Perpetual Group

Tune in 🎬 While some investors have avoided Chinese equities, Brad Kinkelaar says that's where the sales are - and that as a value investor, Barrow Hanley's role is to identify mispriced opportunities in unloved pockets of the market. Below, Brad reveals where the team is investing - and avoiding - in China. Barrow Hanley Global Investors is part of Perpetual Group. #China #valueinvesting #globalequities

Perpetual Asset Management was recognised in the 2025 Financial Standard Investment Leadership Awards (ILA). Congratulations to the broader team on their nominations and to Vivek Prabhu and Greg Stock on their wins for: ▪️ Fixed Income – Aggregate Bonds: Perpetual Active Fixed Interest Fund ▪️ Fixed Income – Credit/Absolute Return: Perpetual Diversified Income Fund   Spanning 22 categories across seven major asset classes, the awards aim to identify best-in-class products and organisations that have consistently added value to investors. To learn more about the ILA, visit: https://lnkd.in/dwUUuCDm

A confluence of flat yield curves, elevated equity valuations and tight credit spreads has ushered investors into a benchmark-constrained 4% world. According to Perpetual's Matt Sherwood, it can be important to navigate this unfamiliar terrain with "curiosity and agility". In his latest report, he focuses on: ▪️ tackling passive investment risks  ▪️ mitigating sequencing risks  ▪️ enhancing downside protection ▪️ Perpetual's investment approach. Access Matt's full report: https://lnkd.in/gcjU9kVn

Perpetual Asset Management has been recognised as a finalist in Money Management’s 2025 Fund Manager of the Year Awards. This year, the team is nominated across five categories: ▪️ Australian Large Cap Equity – Perpetual Industrial Share Fund ▪️ Responsible Investment – Perpetual ESG Australian Share Active ETF (ASX: GIVE) ▪️ Australian Fixed Income – Perpetual Dynamic Fixed Income Fund ▪️ Diversified Fixed Income – Perpetual Diversified Income Fund ▪️ Fund Manager of the Year (overall) Now in its 37th year, the Fund Manager of the Year Awards recognises the industry’s top fund managers – from the rising stars and leaders of tomorrow to the most senior professionals, boutique funds and heavyweights. Congratulations to the teams involved! For a full list of finalists, visit: https://lnkd.in/ggqyzX42 Money Management Australia

Since 'Liberation Day', the economic outlook has taken a dramatic turn. In his latest piece, Matt Sherwood of Perpetual Asset Management explores the early days of "what is likely to be a year no one forgets" and explains why this new reality calls for a shift in perspective. Access his full report: https://lnkd.in/gR-ZpzcK

As ASX:PIC marks ten years as a listed vehicle, co-portfolio manager Sean Roger joins Livewire to highlight the fund’s core pillars, quality filters and proven approach for generating returns – tune in: https://lnkd.in/gSYhnwx7 Thanks for having us, Livewire Markets. #equities #ASX #LivewireMarkets

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

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 International Women's Day, we're taking action 🌏 From championing mentorship and fostering inclusivity to supporting colleagues through life’s big moments, at Pendal, we believe every action counts. Below, tune in to hear from members of our team about some of the steps they're taking to help accelerate action and drive diversity forward. Featuring Amy Xie Patrick, Timothy Hext, Amanda Gillespie, Crispin Murray, Elise McKay, Steve Campbell, Rachel Folder, CFA and Dale Pereira. #IWD2025 #AccelerateAction #Diversity

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