The Point: Professional investing in Australia with Perpetual - podcast cover

The Point: Professional investing in Australia with Perpetual

Perpetual Groupwww.pendalgroup.com

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.

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Episodes

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.

Nov 09, 20217 min

REITs after lockdown: How Aussie retail and office space will recover

20 October 2021 Julia Forrest has managed Pendal's property trust portfolios for more than a decade. In this fast podcast, Julia explains the strong outlook for Australian retail property – and even office space – as Australia rolls out of the 2021 Covid lock-downs and looks forward to a much-anticipated Summer. See omnystudio.com/listener for privacy information.

Nov 09, 20216 min

Is stagflation really back and what would it mean for investors?

12 October 2021 Stagflation is a buzzword in global markets at the moment. Is it really back to the 1970s? And what would that mean for investors? Pendal portfolio manager Amy Xie Patrick explains in this fast podcast See omnystudio.com/listener for privacy information.

Nov 09, 20217 min

Pendal's Ashley Pittard: What's driving global equities right now

6 October 2021 What are the major factors driving global equities investments right now? And which plays should investors be considering in this asset class? Here's a quick snapshot from Pendal's head of global equities, Ashley Pittard. See omnystudio.com/listener for privacy information.

Nov 09, 20216 min

Regnan's Tim Crockford: Impact investing in developed nations

29 September 2021 Think impact investing is only about solving problems in less-developed nations? You might be surprised to find opportunities in the developed world. In this brief podcast, Regnan’s Tim Crockford briefly explains what impact investing is, where the opportunities lie and the impact of the 2021 United Nations Climate Change Conference (COP26) in Glasgow. See omnystudio.com/listener for privacy information....

Nov 09, 202110 min
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