The Point: Professional investing in Australia with Perpetual
Perpetual GroupPerpetual 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.
| Publishes | Infrequently | Episodes | 69 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
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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.
... more
With rate cuts looking like they are coming to the end of the cycle, Pendal's head of government bond strategies Tim Hext provides his insights on the outlook for 2026.
"It is an unclear picture, but definitely the global rate cutting cycle - which... more
What’s driving the rotation in equities around the globe at the moment?
Pendal portfolio manager Elise McKay points to the evolving flow of money. “The rise of passive, the rise of systematic trading have contributed to an increase of volatility in... more
As tariff news has died down, markets have come flying back in the last few months.
“But we do have a world now where the US tariff rate on average is around 18%,” observes Pendal’s head of government bonds Tim Hext.
“That is not a world we have ... more
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this podcast launched 4 years ago and published 69 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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