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…

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’…