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In our final edition for 2009 we provide a checklist to help you when constructing a fixed income portfolio in what can be a complex investment landscape. Find out what clients want from their advisers, based on recent research we have conducted – you might be surprised, and we also look at the trends in ethical investing. Plus we have our regular asset class updates from our fund managers.
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The real value of fixed income The fixed income landscape can be complex, particularly in the wake of the global financial crisis. Here our Group Executive of Income and Multi-Sector provides a checklist of what needs to be considered when constructing fixed income portfolios. More... |
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What do clients want? Our recent research findings give an interesting insight into how the global financial crisis, the negative publicity about financial advisers, and debates on regulation and remuneration have affected people's views of financial advisers. More... |
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Ethical investing - What goes around, comes around Our Portfolio Manager of Perpetual Ethical SRI Fund looks at what ethical investing really means and how to choose the right ethical fund for your clients. More... |
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Recovery continues Asset class overview  |
Strong upside in the A-REIT sector Property |
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Close watch on earnings and value Australian Equities |
Credit spreads contracting Credit |
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| Financial sector still on shaky ground International equities |
Interest rates remain low Mortgages |
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Guide to Investment series now updated -These short educational flyers for clients are now available. View |
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| Contact us | www.perpetual.com.au | Disclaimer | |
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