Tim Hext: How to approach fixed income amid rising bond yields

As bond yields remain elevated and investors weigh the implications of inflation, growth and the AI investment surge, understanding the role of duration has never been more important. While higher yields have challenged investors in recent years, Pendal head of government bond strategies Tim Hext …

ASX property: How to find the right data centre opportunities

Data centres have moved from a niche property segment to essential infrastructure, fuelled by cloud computing and a continued rise in AI-related demand.  In this podcast, Pendal head of listed property Peter Davidson explains the scale and economics of the build-out, where property investors can p…

James Holt: How to protect global equity returns from currency swings

JAMES HOLT, head investment specialist at Perpetual, explains how currency movements can significantly influence global investment returns for Australian investors. He outlines the key difference between hedged and unhedged options, and how investors can choose whether to retain exposure to foreig…

Matt Sherwood: Why AI, productivity and bonds are testing portfolio assumptions

AI, productivity and higher bond yields are challenging old portfolio assumptions. Matt Sherwood explains in this new video podcast. AI’s promise to lift productivity is reshaping market expectations, but with inflation pressures proving persistent and bond yields remaining elevated, Sherwood – he…

Greg Stock: Managing credit risk through the cycle

In this podcast, Greg Stock, head of credit research, discusses how credit and fixed income can help investors seeking more predictable income amid market volatility. Stock, who is senior portfolio manager of Perpetual Credit Income Trust (ASX:PCI), explains his team's focus on quality, diversific…

Brenton Saunders: What investors may be missing in mid-caps

Australian mid-caps may sit between the market’s giants and emerging small companies — but Brenton Saunders argues that is exactly where some of the most interesting opportunities can appear. In this video podcast, Brenton Saunders, portfolio manager of Pendal MidCap Fund, explains how the midcap …

Elise McKay: How active investing can guide responsible data centre growth

As AI fuels a wave of data centre investment, the industry's ability to earn and maintain community trust is becoming a critical factor in its long-term success.  Elise McKay, analyst and portfolio manager in Pendal's Australian Equities team, explains why social license is emerging as one of the …

Michael Murphy: What investors should know about private credit risk

Private credit is often valued for its income potential, but Perpetual’s Michael Murphy says risk discipline matters just as much as return. In this video podcast, Michael explains why the team avoids direct property and development lending, instead focusing on senior secured debt from large, esta…

Amy Xie Patrick: How to build defensive income portfolios

In a volatile market, Amy Xie Patrick explains why income portfolios need deliberate duration, quality credit and flexibility. In this podcast, Amy Xie Patrick, head of income strategies at Pendal, shares her perspective on how duration can still play an important role when used deliberately, and …

James Rutledge: Why overlooked small and micro caps could present attractive opportunities

Small caps have rallied as investors rotate away from parts of the large-cap market — but Perpetual’s James Rutledge says the opportunity is about more than a short-term trade.  In this video podcast, Rutledge explains why overlooked small and micro-cap companies can offer value for long-term inve…