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 | Twice monthly | Episodes | 76 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
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Latest Episodes
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 exc... more
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... more
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 l... more
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 discusse... more
In this episode Vivek Prabhu, Perpetual’s head of credit and fixed income, explains how he navigates credit markets as geopolitical shocks jolt rates, growth expectations and liquidity.
Prabhu says markets signalled “binary outcomes” ahead of the M... more
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 — a... more
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 t... more
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... more
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Frequently Asked Questions About This Podcast
What is This Podcast about and what kind of topics does it cover?
A finance-focused interview series featuring Australian asset managers and portfolio strategists discussing current market dynamics, fixed income and equity themes, and concrete opportunities in the ASX and global markets. Episodes frequently center on how macro policy, inflation, and geopolitical developments influence portfolio construction, with guests from Pendal and related groups offering practical insights for active managers, risk pricing, and stock selection. A notable strength is the consistent engagement of high-caliber investors and researchers who illuminate sector-specific opportunities (AI infrastructure, data centers, social bonds) as well as broader themes like tariffs, rate paths, and rotation in equities. This makes it us... more
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Which podcasts are similar to this podcast?
These podcasts share a similar audience with this podcast:
1. BT Academy
2. FirstTech Podcast
3. The Rules of Investing
4. NAB Morning Call
5. Inside the Rope with David Clark
How many episodes of this podcast are there?
this podcast launched 5 years ago and published 76 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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What guests have appeared on this podcast?
Recent guests on this podcast include:
1. Julia Forrest
2. Steve Campbell
3. Shaun Aylmer
4. Murray Ackman
5. Amy Xie Patrick
6. Elise McKay
7. Tim Hext
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.