The Point: Professional investing in Australia with Perpetual

Perpetual Group
  • 0.0 (0)
  • Investing
  • Updated Weekly

Perpetual Group is an international asset manager including boutiques such as Perpetual, Pendal, Barrow Hanley, Regnan and Trillium. Each week our portfolio managers share the most interesting things they've heard from CEOs, industry leaders and analysts.

  1. Jul 29

    Rates, AI and Bonds: Where the opportunities are emerging

    In this new podcast, Pendal head of government bond strategies Tim Hext explores how shifting interest rates, accelerating AI investment and evolving macroeconomic conditions are creating opportunities across fixed income markets. Here are some excerpts from the podcast: "Australia's had two great investment booms this century," says Hext. "The first one was the mining boom, and that was huge. In fact, in terms of scale, it's bigger than the current IT boom we're seeing now.  "But in the US, the current IT boom, particularly around the well-known story of data centres and AI, is bigger than anything they've had, and of course that puts pressure on capital.  "The promise of high returns means people borrowing the money are happy to pay more, so you start to get this term premium increase, and real interest rates go up. It's a great spot for investors." Listen to the full podcast. --//-- Learn more about Learn more about Pendal Income and Fixed Interest capabilities Learn more about Pendal --//-- This video has been prepared by Pendal Fund Services Limited (PFSL) ABN 13 161 249 332 AFSL 431426. It is general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. You should consider whether the information is suitable for your circumstances and we recommend that you seek professional advice. The product disclosure statement (PDS) for the relevant Pendal income and fixed interest fund, issued by PFSL, should be considered before deciding whether to acquire, dispose, or hold units in the relevant fund. The relevant PDS and Target Market Determination can be obtained by calling 1300 346 821 or visiting our website www.pendalgroup.com. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. No company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund or the return of an investor’s capital. All investing involves risk including the possible loss of principal.   See omnystudio.com/listener for privacy information.

    Rates, AI and Bonds: Where the opportunities are emerging

  2. Jul 16

    Julia Forrest: What's driving renewed optimism for REITs

    After a tough start to the year, REITs are starting to look a lot more interesting.  Pendal portfolio manager Julia Forrest explains why valuations have improved, earnings have held up better than expected, and parts of the sector still have strong long-term support.  With limited new supply, solid population growth and long leases underpinning rental income, she says REITs could still play a valuable role in diversified portfolios. Listen to the full podcast. --//-- Learn more about Pendal Property Securities Fund: https://pendalgroup.com/products/pendal-property-securities-fund Learn more about Pendal: https://pendalgroup.com/ --//-- This podcast has been prepared by Pendal Fund Services Limited (PFSL) ABN 13 161 249 332 AFSL 431426. It is general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. You should consider whether the information is suitable for your circumstances and we recommend that you seek professional advice. The product disclosure statement (PDS) for the Pendal Property Securities Fund (Fund), issued by PFSL, should be considered before deciding whether to acquire, dispose, or hold units in the Fund. The PDS and Target Market Determination can be obtained by calling 1300 346 821 or visiting our website www.pendalgroup.com. References to securities in this podcast are for illustrative purposes only and are not recommendations, and the securities may or may not be currently held by the Fund. Past performance is not indicative of future performance. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. No company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund or the return of an investor's capital. All investing involves risk including the possible loss of principal. See omnystudio.com/listener for privacy information.

    Julia Forrest: What's driving renewed optimism for REITs

  3. Jul 9

    Steve Campbell: How active cash management can add value to portfolios

    Cash and short-duration assets are playing an increasingly important role in diversified portfolios.  With inflation still above target and policy settings remaining tight, Pendal head of cash strategies Steve Campbell explains how cash can offer liquidity, capital preservation and a more attractive income profile than in previous years.  In this video podcast, Steve also discusses how active management across yield curve and credit exposures can help investors capture opportunities in a fast-moving rate environment.  Listen to the full podcast. --//-- Learn more about Pendal Managed Cash Fund Learn more about Pendal --//-- This podcast has been prepared by Pendal Fund Services Limited (PFSL) ABN 13 161 249 332 AFSL 431426. It is general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. You should consider whether the information is suitable for your circumstances and we recommend that you seek professional advice. The product disclosure statement (PDS) for the Pendal Managed Cash Fund, issued by PFSL, should be considered before deciding whether to acquire, dispose, or hold units in this Fund. The PDS and Target Market Determination can be obtained by calling 1300 346 821 or visiting our website www.pendalgroup.com. The information memorandum for the Pendal Stable Cash Plus Fund, issued by PFSL, should be considered before deciding whether to acquire, dispose, or hold units in this Fund. A copy of the information memorandum can be obtained by calling 1300 346 821. This Fund is only available to investors with a minimum investment of $500,000. The Pendal Managed Cash Fund and Pendal Stable Cash Plus Fund aim to maintain a stable $1.00 unit price. However, the value of units in the Funds is not guaranteed. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. No company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund or the return of an investor’s capital. All investing involves risk including the possible loss of principal. See omnystudio.com/listener for privacy information.

    Steve Campbell: How active cash management can add value to portfolios

  4. Jun 12

    Elise Mckay: Where to find AI exposure on the ASX

    The common belief is that if investors want to gain exposure to the AI thematic they have to look offshore, but Elise McKay, a portfolio manager in Pendal's Australian equities team, debunks that myth in her latest podcast interview. Elise discusses the five layers of the AI stack, the opportunities on the ASX and a new emerging category offering potential in the AI landscape.  Listen to the full podcast to learn how the AI opportunity is unfolding in Australia and where to look for opportunities on the ASX.  --//--Find out more about Pendal's Australian equities capabilities at pendal/australianequities Pendal is a global asset manager. Find out more at pendalgroup.com --//-- This podcast is for general information purposes only, should not be considered as a comprehensive statement on any matter and should not be relied upon as such. It’s been prepared without taking into account any recipient’s personal objectives, financial situation or needs. Because of this, recipients should, before acting on the information, consider its appropriateness having regard to their or their clients’ individual objectives, financial situation and needs. The information is not to be regarded as a securities recommendation. The information in this podcast may contain material provided by third parties, is given in good faith and has been derived from sources believed to be accurate as at its issue date. While such material is published with necessary permission, and while all reasonable care has been taken to ensure that the information in this presentation is complete and correct, to the maximum extent permitted by law neither Pendal nor any company in the Pendal group accepts any responsibility or liability for the accuracy or completeness of this information. Any projections contained in this podcast is predictive and should not be relied upon when making an investment decision or recommendation. While we have used every effort to ensure that the assumptions on which the projections are based are reasonable, the projections may be based on incorrect assumptions or may not take into account known or unknown risks and uncertainties. The actual results may differ materially from these projections. Performance figures are calculated in accordance with the Financial Services Council (FSC) standards. Performance data (post-fee) assumes reinvestment of distributions and is calculated using exit prices, net of management costs. Performance data (pre-fee) is calculated by adding back management costs to the post-fee performance. Past performance is not a reliable indicator of future performance. For more information, please call Customer Relations on 1300 346 821 8am to 6pm (Sydney time) or visit our website www.pendalgroup.com See omnystudio.com/listener for privacy information.

    Elise Mckay: Where to find AI exposure on the ASX

  5. Apr 17

    Amy Xie Patrick: How inflation risks are reshaping bond markets

    In this new podcast, Amy Xie Patrick, head of income strategies at Pendal, unpacks how geopolitical tensions, sticky inflation and higher oil prices are reshaping bond markets.  She explains why inflation expectations — rather than growth fears — are driving yields higher, and why investors need to be selective as credit spreads fail to fully reflect downside risks. "Even if all of the Middle Eastern issues were to go away tomorrow, I think naturally the oil market would just embed a higher level of structural risk premia in its price. And as a result, what I would be looking for the direction of bonds in the very near term is for more of those inflation fears to play out," Amy says.  The podcast also explores lingering AI‑related credit concerns, liquidity risks, and what this complex backdrop means for duration, credit exposure and equities.   Listen to the full podcast to hear Amy’s insights on traversing the fixed income markets in uncertain times. --//--Find out more about Pendal's fixed income strategies at pendal/fixedinterest Pendal is a global asset manager. Find out more at pendalgroup.com --//-- This podcast is for general information purposes only, should not be considered as a comprehensive statement on any matter and should not be relied upon as such. It’s been prepared without taking into account any recipient’s personal objectives, financial situation or needs. Because of this, recipients should, before acting on the information, consider its appropriateness having regard to their or their clients’ individual objectives, financial situation and needs. The information is not to be regarded as a securities recommendation. The information in this podcast may contain material provided by third parties, is given in good faith and has been derived from sources believed to be accurate as at its issue date. While such material is published with necessary permission, and while all reasonable care has been taken to ensure that the information in this presentation is complete and correct, to the maximum extent permitted by law neither Pendal nor any company in the Pendal group accepts any responsibility or liability for the accuracy or completeness of this information. Any projections contained in this podcast is predictive and should not be relied upon when making an investment decision or recommendation. While we have used every effort to ensure that the assumptions on which the projections are based are reasonable, the projections may be based on incorrect assumptions or may not take into account known or unknown risks and uncertainties. The actual results may differ materially from these projections. Performance figures are calculated in accordance with the Financial Services Council (FSC) standards. Performance data (post-fee) assumes reinvestment of distributions and is calculated using exit prices, net of management costs. Performance data (pre-fee) is calculated by adding back management costs to the post-fee performance. Past performance is not a reliable indicator of future performance. For more information, please call Customer Relations on 1300 346 821 8am to 6pm (Sydney time) or visit our website www.pendalgroup.com See omnystudio.com/listener for privacy information.

    Amy Xie Patrick: How inflation risks are reshaping bond markets

  6. Apr 7

    Tim Hext: What the Iran war means for fixed-income investors

    Heightened geopolitical risks and rising oil prices have re-ignited inflation concerns, creating uncertainty for central banks and markets. Pendal head of government bond strategies Tim Hext explains why second round inflation effects matter more than petrol prices themselves, and why the RBA faces a difficult balancing act on rates. Despite the volatility, government bond yields are at levels not seen since 2011, presenting compelling medium to long term value, particularly for investors seeking inflation protection. Listen to the full conversation to understand why fixed income may deserve a closer look in portfolios right now. --//--Find out more about Pendal's fixed income strategies at pendal/fixedinterest Pendal is a global asset manager. Find out more at pendalgroup.com --//-- This podcast is for general information purposes only, should not be considered as a comprehensive statement on any matter and should not be relied upon as such. It’s been prepared without taking into account any recipient’s personal objectives, financial situation or needs. Because of this, recipients should, before acting on the information, consider its appropriateness having regard to their or their clients’ individual objectives, financial situation and needs. The information is not to be regarded as a securities recommendation. The information in this podcast may contain material provided by third parties, is given in good faith and has been derived from sources believed to be accurate as at its issue date. While such material is published with necessary permission, and while all reasonable care has been taken to ensure that the information in this presentation is complete and correct, to the maximum extent permitted by law neither Pendal nor any company in the Pendal group accepts any responsibility or liability for the accuracy or completeness of this information. Any projections contained in this podcast is predictive and should not be relied upon when making an investment decision or recommendation. While we have used every effort to ensure that the assumptions on which the projections are based are reasonable, the projections may be based on incorrect assumptions or may not take into account known or unknown risks and uncertainties. The actual results may differ materially from these projections. Performance figures are calculated in accordance with the Financial Services Council (FSC) standards. Performance data (post-fee) assumes reinvestment of distributions and is calculated using exit prices, net of management costs. Performance data (pre-fee) is calculated by adding back management costs to the post-fee performance. Past performance is not a reliable indicator of future performance. For more information, please call Customer Relations on 1300 346 821 8am to 6pm (Sydney time) or visit our website www.pendalgroup.com See omnystudio.com/listener for privacy information.

    Tim Hext: What the Iran war means for fixed-income investors

  7. Mar 25

    Social bonds: How to make an impact – not just a return

    More and more social bonds are issued in Australia each year, yet demand is still surpassing availability. Social bonds are fixed-income securities with proceeds allocated to defined social outcomes such as social and affordable housing, specialist disability accommodation and education access. In this podcast, Pendal sustainable finance and impact investing director Murray Ackman explains social bonds – what's available, how to access them and what they do.  Listen to this latest podcast to find out more about impact investing and the opportunities. --//--Find out more about Pendal's fixed income strategies at pendal/fixedinterest Pendal is a global asset manager. Find out more at pendalgroup.com --//-- This podcast is for general information purposes only, should not be considered as a comprehensive statement on any matter and should not be relied upon as such. It’s been prepared without taking into account any recipient’s personal objectives, financial situation or needs. Because of this, recipients should, before acting on the information, consider its appropriateness having regard to their or their clients’ individual objectives, financial situation and needs. The information is not to be regarded as a securities recommendation. The information in this podcast may contain material provided by third parties, is given in good faith and has been derived from sources believed to be accurate as at its issue date. While such material is published with necessary permission, and while all reasonable care has been taken to ensure that the information in this presentation is complete and correct, to the maximum extent permitted by law neither Pendal nor any company in the Pendal group accepts any responsibility or liability for the accuracy or completeness of this information. Any projections contained in this podcast is predictive and should not be relied upon when making an investment decision or recommendation. While we have used every effort to ensure that the assumptions on which the projections are based are reasonable, the projections may be based on incorrect assumptions or may not take into account known or unknown risks and uncertainties. The actual results may differ materially from these projections. Performance figures are calculated in accordance with the Financial Services Council (FSC) standards. Performance data (post-fee) assumes reinvestment of distributions and is calculated using exit prices, net of management costs. Performance data (pre-fee) is calculated by adding back management costs to the post-fee performance. Past performance is not a reliable indicator of future performance. For more information, please call Customer Relations on 1300 346 821 8am to 6pm (Sydney time) or visit our website www.pendalgroup.com See omnystudio.com/listener for privacy information.

    Social bonds: How to make an impact – not just a return

  8. Feb 4

    Amy Xie Patrick: How tariffs, tech and rates are shaping 2026

    As 2026 gears up, the economic outlook in Australia, the US and around the globe is far from clear. There is talk of K-shaped economies, interest rates rising in some economies and falling in others, and the ever-present geopolitical challenges. In this podcast, Amy Xie Patrick, head of income strategies at Pendal, explains why Liberation Day tariffs didn't play out as predicted, what a K-shaped economy is and how investors should be thinking about it. “Markets did have a very severe downturn… but why this didn't lead to the fears of a continued bear market… is twofold… a lot of Chinese producers had to eat the cost of tariffs… and the US economy has again surprised us with how resilient it's been all through 2025," says Amy. “I just wouldn’t be too fearful here at this stage buying into the K shaped economy narrative and waiting for that other shoe to drop, because if you're too defensive… you’re sacrificing all this income, which fixed income is really about.” Want more insight on how to navigate market uncertainty? Tune in now.  --//--Find out more about Pendal's fixed income strategies at pendal/fixedinterest Pendal is a global asset manager. Find out more at pendalgroup.com --//-- This podcast is for general information purposes only, should not be considered as a comprehensive statement on any matter and should not be relied upon as such. It’s been prepared without taking into account any recipient’s personal objectives, financial situation or needs. Because of this, recipients should, before acting on the information, consider its appropriateness having regard to their or their clients’ individual objectives, financial situation and needs. The information is not to be regarded as a securities recommendation. The information in this podcast may contain material provided by third parties, is given in good faith and has been derived from sources believed to be accurate as at its issue date. While such material is published with necessary permission, and while all reasonable care has been taken to ensure that the information in this presentation is complete and correct, to the maximum extent permitted by law neither Pendal nor any company in the Pendal group accepts any responsibility or liability for the accuracy or completeness of this information. Any projections contained in this podcast is predictive and should not be relied upon when making an investment decision or recommendation. While we have used every effort to ensure that the assumptions on which the projections are based are reasonable, the projections may be based on incorrect assumptions or may not take into account known or unknown risks and uncertainties. The actual results may differ materially from these projections. Performance figures are calculated in accordance with the Financial Services Council (FSC) standards. Performance data (post-fee) assumes reinvestment of distributions and is calculated using exit prices, net of management costs. Performance data (pre-fee) is calculated by adding back management costs to the post-fee performance. Past performance is not a reliable indicator of future performance. For more information, please call Customer Relations on 1300 346 821 8am to 6pm (Sydney time) or visit our website www.pendalgroup.com See omnystudio.com/listener for privacy information.

    Amy Xie Patrick: How tariffs, tech and rates are shaping 2026
See All (76)

About

Perpetual Group is an international asset manager including boutiques such as Perpetual, Pendal, Barrow Hanley, Regnan and Trillium. Each week our portfolio managers share the most interesting things they've heard from CEOs, industry leaders and analysts.

Information

You Might Also Like