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, solid population growth and long leases underpinning rental income, she says REITs could still play a valuable role in diversified portfolios.

Listen to the full podcast.

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Learn more about Pendal Property Securities Fund: https://pendalgroup.com/products/pendal-property-securities-fund

Learn more about Pendal: https://pendalgroup.com/

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This podcast has been prepared by Pendal Fund Services Limited (PFSL) ABN 13 161 249 332 AFSL 431426.
 
It is general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. You should consider whether the information is suitable for your circumstances and we recommend that you seek professional advice.
 
The product disclosure statement (PDS) for the Pendal Property Securities Fund (Fund), issued by PFSL, should be considered before deciding whether to acquire, dispose, or hold units in the Fund. The PDS and Target Market Determination can be obtained by calling 1300 346 821 or visiting our website www.pendalgroup.com.
 
References to securities in this podcast are for illustrative purposes only and are not recommendations, and the securities may or may not be currently held by the Fund. Past performance is not indicative of future performance.
 
To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. No company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund or the return of an investor's capital. All investing involves risk including the possible loss of principal.

After a tough start to the year, REITs are starting to look a lot more interesting.&nbsp;
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.&nbsp;
With limited new supply, solid population growth and long leases underpinning rental income, she says REITs could still play a valuable role in diversified portfolios.
Listen to the full podcast.
--//--
Learn more about Pendal Property Securities Fund: https://pendalgroup.com/products/pendal-property-securities-fund
Learn more about Pendal: <a href="https://pendalgroup.com/">https://pendalgroup.com/</a>
--//--
This podcast has been prepared by Pendal Fund Services Limited (PFSL) ABN 13 161 249 332 AFSL 431426. &nbsp; It is general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. You should consider whether the information is suitable for your circumstances and we recommend that you seek professional advice. &nbsp; The product disclosure statement (PDS) for the Pendal Property Securities Fund (Fund), issued by PFSL, should be considered before deciding whether to acquire, dispose, or hold units in the Fund. The PDS and Target Market Determination can be obtained by calling 1300 346 821 or visiting our website www.pendalgroup.com. &nbsp; References to securities in this podcast are for illustrative purposes only and are not recommendations, and the securities may or may not be currently held by the Fund. Past performance is not indicative of future performance. &nbsp; To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. No company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund or the return of an investor's capital. All investing involves risk including the possible loss of principal.

Perpetual 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.

Perpetual 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.

The Point: Professional investing in Australia with Perpetual

Julia Forrest: What's driving renewed optimism for REITs

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 attractive income profile than in previous years. 

In this video podcast, Steve also discusses how active management across yield curve and credit exposures can help investors capture opportunities in a fast-moving rate environment. 

Listen to the full podcast.

--//--

Learn more about Pendal Managed Cash Fund

Learn more about Pendal

--//--

This podcast has been prepared by Pendal Fund Services Limited (PFSL) ABN 13 161 249 332 AFSL 431426. It is general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. You should consider whether the information is suitable for your circumstances and we recommend that you seek professional advice.

The product disclosure statement (PDS) for the Pendal Managed Cash Fund, issued by PFSL, should be considered before deciding whether to acquire, dispose, or hold units in this Fund. The PDS and Target Market Determination can be obtained by calling 1300 346 821 or visiting our website www.pendalgroup.com.

The information memorandum for the Pendal Stable Cash Plus Fund, issued by PFSL, should be considered before deciding whether to acquire, dispose, or hold units in this Fund. A copy of the information memorandum can be obtained by calling 1300 346 821. This Fund is only available to investors with a minimum investment of $500,000.

The Pendal Managed Cash Fund and Pendal Stable Cash Plus Fund aim to maintain a stable $1.00 unit price. However, the value of units in the Funds is not guaranteed.

To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. No company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund or the return of an investor’s capital. All investing involves risk including the possible loss of principal.

Cash and short-duration assets are playing an increasingly important role in diversified portfolios.&nbsp;
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 attractive income profile than in previous years.&nbsp;
In this video podcast, Steve also discusses how active management across yield curve and credit exposures can help investors capture opportunities in a fast-moving rate environment.&nbsp;
Listen to the full podcast.
--//--
Learn more about&nbsp;<a href="https://pendalgroup.com/products/pendal-managed-cash-fund">Pendal Managed Cash Fund</a>
Learn more about <a href="https://pendalgroup.com/">Pendal</a>
--//--
This podcast has been prepared by Pendal Fund Services Limited (PFSL) ABN 13 161 249 332 AFSL 431426. It is general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. You should consider whether the information is suitable for your circumstances and we recommend that you seek professional advice.
The product disclosure statement (PDS) for the Pendal Managed Cash Fund, issued by PFSL, should be considered before deciding whether to acquire, dispose, or hold units in this Fund. The PDS and Target Market Determination can be obtained by calling 1300 346 821 or visiting our website <a href="https://www.pendalgroup.com">www.pendalgroup.com</a>.
The information memorandum for the Pendal Stable Cash Plus Fund, issued by PFSL, should be considered before deciding whether to acquire, dispose, or hold units in this Fund. A copy of the information memorandum can be obtained by calling 1300 346 821.&nbsp;This Fund is only available to investors with a minimum investment of $500,000.
The Pendal Managed Cash Fund and Pendal Stable Cash Plus Fund aim to maintain a stable $1.00 unit price. However, the value of units in the Funds is not guaranteed.
To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. No company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund or the return of an investor&rsquo;s capital. All investing involves risk including the possible loss of principal.

Steve Campbell: How active cash management can add value to portfolios

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’s semiconductor supply chain, undervalued ASEAN markets, and select opportunities across Latin America, the Middle East and Eastern Europe. 

Feygenson explores whether investors are being compensated for headline risks, where valuation disconnects are most compelling, and why EM should not be viewed as one homogeneous bet.

Listen to the full podcast to learn more.

--//--

Learn about Barrow Hanley Emerging Markets Fund

Find out more at Perpetual.com.au

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This video has been prepared by Perpetual Investment Management Limited (PIML) ABN 18 000 866 535 AFSL 234426. It is not to be published, or otherwise made available to any person other than the party to whom it is provided.

Barrow, Hanley, Mewhinney & Strauss LLC (Barrow Hanley) is a subsidiary of Perpetual Limited and a related party of PIML. Perpetual Corporate Trust Limited (ABN 99 000 341 533, AFSL 392673) has appointed Barrow Hanley as its authorised representative (Representative number 001283250) under its Australian Financial Services Licence.

It is general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. You should consider whether the information is suitable for your circumstances and we recommend that you seek professional advice.

The product disclosure statement (PDS) for the Barrow Hanley Emerging Markets Fund (Fund), issued by PIML, should be considered before deciding whether to acquire, dispose, or hold units in the Fund. The PDS and Target Market Determination can be obtained by calling 1800 022 033 or visiting our website www.perpetual.com.au.

References to specific securities in this video are for illustrative purposes only and are not stock recommendations. The securities may or may not be currently held by the Fund.

This video may contain information contributed or prepared by third parties. Any information contributed or prepared by third parties is believed to be accurate as at the time of compilation and is being provided in good faith without independent verification. PIML does not warrant the accuracy or completeness of any information provided by a third party.

To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. No company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund or the return of an investor’s capital. All investing involves risk including the possible loss of principal. Past performance is not an indication of future performance.

Emerging markets are growing faster than developed economies but remain under owned and, in many cases, attractively valued.
In this video podcast, Barrow Hanley&rsquo;s David Feygenson discusses why the opportunity set in EM is broader than many investors realise &mdash; spanning Asia&rsquo;s tech leaders, Taiwan&rsquo;s semiconductor supply chain, undervalued ASEAN markets, and select opportunities across Latin America, the Middle East and Eastern Europe.&nbsp;
Feygenson explores whether investors are being compensated for headline risks, where valuation disconnects are most compelling, and why EM should not be viewed as one homogeneous bet.
Listen to the full podcast to learn more.
--//-- Learn about <a href="https://www.perpetual.com.au/funds/barrow-hanley-emerging-markets-fund/">Barrow Hanley Emerging Markets Fund</a>
Find out more at <a href="https://www.perpetual.com.au/">Perpetual.com.au</a>
--//--
This video has been prepared by Perpetual Investment Management Limited (PIML) ABN 18 000 866 535 AFSL 234426. It is not to be published, or otherwise made available to any person other than the party to whom it is provided.
Barrow, Hanley, Mewhinney &amp; Strauss LLC (Barrow Hanley) is a subsidiary of Perpetual Limited and a related party of PIML. Perpetual Corporate Trust Limited (ABN 99 000 341 533, AFSL 392673) has appointed Barrow Hanley as its authorised representative (Representative number 001283250) under its Australian Financial Services Licence.
It is general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. You should consider whether the information is suitable for your circumstances and we recommend that you seek professional advice.
The product disclosure statement (PDS) for the Barrow Hanley Emerging Markets Fund (Fund), issued by PIML, should be considered before deciding whether to acquire, dispose, or hold units in the Fund. The PDS and Target Market Determination can be obtained by calling 1800 022 033 or visiting our website <a href="https://www.perpetual.com.au">www.perpetual.com.au</a>.
References to specific securities in this video are for illustrative purposes only and are not stock recommendations. The securities may or may not be currently held by the Fund.
This video may contain information contributed or prepared by third parties. Any information contributed or prepared by third parties is believed to be accurate as at the time of compilation and is being provided in good faith without independent verification. PIML does not warrant the accuracy or completeness of any information provided by a third party.
To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. No company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund or the return of an investor&rsquo;s capital. All investing involves risk including the possible loss of principal. Past performance is not an indication of future performance.

Barrow Hanley: Why emerging markets deserve a second look

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 opportunities on the ASX and a new emerging category offering potential in the AI landscape. 

Listen to the full podcast to learn how the AI opportunity is unfolding in Australia and where to look for opportunities on the ASX. 

--//--

Find out more about Pendal's Australian equities capabilities at pendal/australianequities

Pendal is a global asset manager. Find out more at pendalgroup.com

--//--

This podcast is for general information purposes only, should not be considered as a comprehensive statement on any matter and should not be relied upon as such. It’s been prepared without taking into account any recipient’s personal objectives, financial situation or needs. Because of this, recipients should, before acting on the information, consider its appropriateness having regard to their or their clients’ individual objectives, financial situation and needs. The information is not to be regarded as a securities recommendation.

The information in this podcast may contain material provided by third parties, is given in good faith and has been derived from sources believed to be accurate as at its issue date. While such material is published with necessary permission, and while all reasonable care has been taken to ensure that the information in this presentation is complete and correct, to the maximum extent permitted by law neither Pendal nor any company in the Pendal group accepts any responsibility or liability for the accuracy or completeness of this information.

Any projections contained in this podcast is predictive and should not be relied upon when making an investment decision or recommendation. While we have used every effort to ensure that the assumptions on which the projections are based are reasonable, the projections may be based on incorrect assumptions or may not take into account known or unknown risks and uncertainties. The actual results may differ materially from these projections.

Performance figures are calculated in accordance with the Financial Services Council (FSC) standards. Performance data (post-fee) assumes reinvestment of distributions and is calculated using exit prices, net of management costs. Performance data (pre-fee) is calculated by adding back management costs to the post-fee performance. Past performance is not a reliable indicator of future performance.

For more information, please call Customer Relations on 1300 346 821 8am to 6pm (Sydney time) or visit our website www.pendalgroup.com

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 opportunities on the ASX and a new emerging category offering potential in the AI landscape.&nbsp;
Listen to the full podcast to learn how the AI opportunity is unfolding in Australia and where to look for opportunities on the ASX.&nbsp;
--//-- Find out more about Pendal's Australian equities capabilities at&nbsp;<a href="https://pendalgroup.com/products/asset-class/australian-share-funds">pendal/australianequities</a>
Pendal is a global asset manager. <a href="https://www.pendalgroup.com/">Find out more at pendalgroup.com</a>
--//--
This podcast is for general information purposes only, should not be considered as a comprehensive statement on any matter and should not be relied upon as such. It&rsquo;s been prepared without taking into account any recipient&rsquo;s personal objectives, financial situation or needs. Because of this, recipients should, before acting on the information, consider its appropriateness having regard to their or their clients&rsquo; individual objectives, financial situation and needs. The information is not to be regarded as a securities recommendation.
The information in this podcast&nbsp;may contain material provided by third parties, is given in good faith and has been derived from sources believed to be accurate as at its issue date. While such material is published with necessary permission, and while all reasonable care has been taken to ensure that the information in this presentation is complete and correct, to the maximum extent permitted by law neither Pendal nor any company in the Pendal group accepts any responsibility or liability for the accuracy or completeness of this information.
Any projections contained in&nbsp;this podcast&nbsp;is predictive and should not be relied upon when making an investment decision or recommendation. While we have used every effort to ensure that the assumptions on which the projections are based are reasonable, the projections may be based on incorrect assumptions or may not take into account known or unknown risks and uncertainties. The actual results may differ materially from these projections.
Performance figures are calculated in accordance with the Financial Services Council (FSC) standards. Performance data (post-fee) assumes reinvestment of distributions and is calculated using exit prices, net of management costs. Performance data (pre-fee) is calculated by adding back management costs to the post-fee performance. Past performance is not a reliable indicator of future performance.
For more information, please call Customer Relations on 1300 346 821 8am to 6pm (Sydney time) or visit our website&nbsp;<a href="https://aus01.safelinks.protection.outlook.com/?url=http%3A%2F%2Fwww.pendalgroup.com%2F&amp;data=05%7C01%7CDavid.Higgins%40pendalgroup.com%7Cfdc46f1ca2c249af188908db566608e3%7C82bfe2773f1645a49ff4f40692b556b9%7C0%7C0%7C638198768471544474%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&amp;sdata=bo%2FK353stl%2BbgZg2TrxbQ2AY6%2FIRTSbtirIKerFH8Pc%3D&amp;reserved=0" data-auth="NotApplicable" data-safelink="true" data-linkindex="7">www.pendalgroup.com</a>

Julia Forrest: What's driving renewed optimism for REITs

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The Point: Professional investing in Australia with Perpetual

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