10 episodes

Pendal Group is an international asset manager. Each week in The Point podcast we ask one of our portfolio managers about the most interesting things they've heard in conversations with CEOs, industry leaders and analysts. 
Find out more about Pendal at www.pendalgroup.com.

The Point: Professional investing in Australia with Pendal Pendal Group

    • Business

Pendal Group is an international asset manager. Each week in The Point podcast we ask one of our portfolio managers about the most interesting things they've heard in conversations with CEOs, industry leaders and analysts. 
Find out more about Pendal at www.pendalgroup.com.

    Green and social bonds propelled by secondary market tailwind

    Green and social bonds propelled by secondary market tailwind

    Issuance of green and social (or "impact") bonds more than doubled in 2021 but demand is still outstripping supply says George Bishay, portfolio manager with Pendal’s Income and Fixed Interest team.

    Impact bonds provide a financial return as well as a positive impact on the environment or society. 

    “If you are able to get hold of them, they perform very well in the secondary market because everyone wants them,” Bishay says. “They outperform vanilla bonds due to this huge demand.”

    “It’s a really powerful way to deploy capital. The only real negative is the concept of greenwashing – where an issuer comes to market and talks up their credentials only to fall short from an ESG perspective,” Bishay says.

    Find out more about George's impact and sustainable funds:

    Regnan Credit Impact Trust

    Pendal Sustainable Australian Fixed Interest Fund

    See omnystudio.com/listener for privacy information.

    • 10 min
    How carbon credits and futures fit into investment portfolios

    How carbon credits and futures fit into investment portfolios

    Carbon credits and futures can provide higher returns and a smoother investment journey with positive benefits for the planet. Pendal senior portfolio manager STUART ELIOT explains how in this fast podcast.

    See omnystudio.com/listener for privacy information.

    • 6 min
    Why the investment case for decarbonisation makes good sense

    Why the investment case for decarbonisation makes good sense

    Investors can expect "green innovation" opportunities to accelerate after the COP26 climate change conference because more countries are seeing that it makes good economic sense, says Regnan’s Maxime Le Floch in this fast podcast. 

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    • 7 min
    Who's right on interest rate predictions: markets or central banks?

    Who's right on interest rate predictions: markets or central banks?

    9 November 2021

    When it comes to movement on interest rates, the big question right now is whether the markets or the central banks have it right. Pendal portfolio manager Amy Xie Patrick explains in this fast podcast

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    • 7 min
    New investment markets are forming as countries commit to net zero

    New investment markets are forming as countries commit to net zero

    2 November 2021

    Most of Earth’s global CO2 emissions are now covered by net zero targets, which means big new markets are forming. Regnan impact investment analyst MAXIME LE FLOCH explains in this short podcast.

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    • 8 min
    Where to find value in equities, credit, bonds and listed property right now

    Where to find value in equities, credit, bonds and listed property right now

    26 October 2021

    In this fast podcast, Pendal's head of multi-asset Michael Blayney takes investors on a whistle-stop tour of the major asset classes and gives his view on where to find value right now in equities, credit, bonds and listed property.

    See omnystudio.com/listener for privacy information.

    • 7 min

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