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PERPETUAL News & Analysis

Perpetual takeover bid is lower than our intrinsic assessment
Stocks
Perpetual takeover bid is lower than our intrinsic assessment
Washington H. Soul Pattinson bids $3 billion for Perpetual
Shaun Ler | 07 December 2023
Opportunities abundant in Aussie financials
Stocks
Opportunities abundant in Aussie financials
Most asset managers and related firms undervalued, with an average discount of 21%
Shaun Ler | 15 November 2023
Opportunities amid the global banking rout
Stocks
Opportunities amid the global banking rout
Fed Chair Jerome Powell says the woes of Silicon Valley Bank are not systemic across the industry. We identify opportunities for ASX stocks unfairly...
Joshua Peach | 22 March 2023
Analyst insights: Perpetual completes Pendal takeover
Video
Analyst insights: Perpetual completes Pendal takeover
Morningstar's Shaun Ler explains why Perpetual is undervalued following the takeover of Pendal. 
Shaun Ler | 29 January 2023
Perpetual acquisition more likely than not: Morningstar
Video
Perpetual acquisition more likely than not: Morningstar
Morningstar equity analyst Shaun Ler discusses Perpetual's acquisition of Pendal.
Shaun Ler | 23 November 2022
ESG-friendly funds for the value investor
Funds
ESG-friendly funds for the value investor
We take a look at two managed funds with above average ESG ratings that are not skewed to growth companies.
Nicola Chand | 11 July 2022
Big investors take profits as Graincorp flags more to come
Stocks
Big investors take profits as Graincorp flags more to come
Norway’s sovereign wealth fund among those realising gains from the commodity boom.
Lewis Jackson | 12 April 2022
Expect a fight for Pendal: Morningstar
Stocks
Expect a fight for Pendal: Morningstar
The board is likely to knock back or negotiate the “opportunistic” offer.
Lewis Jackson | 06 April 2022
Fund spy: Small-cap funds that went from worst to first
Funds
Fund spy: Small-cap funds that went from worst to first
As investors assess their results for the year and plot a course for 2020 and beyond, many will be tempted to dump those that tanked in 2018 and...
Glenn Freeman | 06 December 2019
Fund Spy: What high fund outflows tell you, and what they don't
Funds
Fund Spy: What high fund outflows tell you, and what they don't
Active fund managers have been under the pump for some time, and though the following lists show which managers and funds have lost the most investor...
Glenn Freeman | 25 September 2019