Meet the Manager: Louise Sandberg, head of research, Perpetual Australian Equities

Louise Sandberg, Perpetual's newly appointed head of research for Australian Equities, explains in this new video podcast Perpetual's drive to strengthen its investment capability and how the team’s disciplined research process helps narrow the ASX universe to a focused set of investment opportunit…

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 grea…

Nathan Hughes: How to find value when volatility takes over

In periods of volatility, investors can't control the headlines, but they can stick to tried-and-true processes, argues Perpetual’s Nathan Hughes in this new podcast. Here are some excerpts from the podcast: “When there's volatility and there's a lot of news flow out there in the market, share pr…

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, sol…

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 attracti…

Barrow Hanley: Why emerging markets deserve a second look

Emerging markets are growing faster than developed economies but remain under owned and, in many cases, attractively valued. In this video podcast, Barrow Hanley’s David Feygenson discusses why the opportunity set in EM is broader than many investors realise — spanning Asia’s tech leaders, Taiwan’…

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 opportuniti…

Vivek Prabhu: How to position credit portfolios in Middle East chaos

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 Middle East conflict and explains why he positioned…

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 t…

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 face…