29 September 2021

Think impact investing is only about solving problems in less-developed nations? You might be surprised to find opportunities in the developed world. In this brief podcast, Regnan’s Tim Crockford briefly explains what impact investing is, where the opportunities lie and the impact of the 2021 United Nations Climate Change Conference (COP26) in Glasgow.

29 September 2021
Think impact investing is only about solving problems in less-developed nations? You might be surprised to find opportunities in the developed world. In this brief podcast, Regnan&rsquo;s Tim Crockford briefly explains what impact investing is, where the opportunities lie and the impact of the 2021 United Nations Climate Change Conference (COP26) in Glasgow.

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

Regnan's Tim Crockford: Impact investing in developed nations

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 investors, and how Perpetual’s disciplined quality filters help identify stronger businesses while managing downside risk.

Here’s an excerpt from the video podcast:

“Investors look at small caps and say that’s a more volatile end of the market. Perhaps there’s not as many eyes on it … and that really gives actual opportunities.

“Our style lends itself to a more longer-term allocation towards small caps.

“We really add a lot of our value historically in that small cap market through stock allocation as opposed to sector allocation.

“Great opportunities have emerged in quite severe market selloffs like we saw during COVID and coming out of COVID."

Listen to the full podcast.

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Learn more about Learn more about Perpetual's Australian equities strategies

Learn more about Perpetual

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This podcast has been prepared by Perpetual Investment Management Limited (PIML) ABN 18 000 866 535 AFSL 234426.

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 Perpetual Pure Microcap Fund and Perpetual Smaller Companies Fund (Funds), issued by PIML, should be considered before deciding whether to acquire, dispose, or hold units in the Funds. The relevant PDS and Target Market Determination can be obtained by calling 1800 022 033 or visiting our website www.perpetual.com.au.

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 Funds. Past performance is not indicative of future performance.

This podcast may contain forward looking statements or projections. Any such statements are based on PIML’s current expectations and assumptions about future events. They may be based on incorrect assumptions or may not take into account known or unknown risks and uncertainties. Actual results may differ materially from these projections. Forward looking statements are not representations about future performance and should not be relied upon as such.

This podcast 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 indicative of future performance.

Small caps have rallied as investors rotate away from parts of the large-cap market &mdash; but Perpetual&rsquo;s James Rutledge says the opportunity is about more than a short-term trade.&nbsp;
In this video podcast, Rutledge explains why overlooked small and micro-cap companies can offer value for long-term investors, and how Perpetual&rsquo;s disciplined quality filters help identify stronger businesses while managing downside risk.
Here&rsquo;s an excerpt from the video podcast:
&ldquo;Investors look at small caps and say that&rsquo;s a more volatile end of the market. Perhaps there&rsquo;s not as many eyes on it &hellip; and that really gives actual opportunities.
&ldquo;Our style lends itself to a more longer-term allocation towards small caps.
&ldquo;We really add a lot of our value historically in that small cap market through stock allocation as opposed to sector allocation.
&ldquo;Great opportunities have emerged in quite severe market selloffs like we saw during COVID and coming out of COVID."
Listen to the full podcast.
--//--
Learn more about Learn more about <a href="https://www.perpetual.com.au/asset-management/australian-shares/">Perpetual's Australian equities strategies</a>
Learn more about <a href="https://www.perpetual.com.au/">Perpetual</a>
--//--
This podcast has been prepared by Perpetual Investment Management Limited (PIML) ABN 18 000 866 535 AFSL 234426.
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 Perpetual Pure Microcap Fund and Perpetual Smaller Companies Fund (Funds), issued by PIML, should be considered before deciding whether to acquire, dispose, or hold units in the Funds. The relevant PDS and Target Market Determination can be obtained by calling 1800 022 033 or visiting our website www.perpetual.com.au.
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 Funds. Past performance is not indicative of future performance.
This podcast may contain forward looking statements or projections. Any such statements are based on PIML&rsquo;s current expectations and assumptions about future events. They may be based on incorrect assumptions or may not take into account known or unknown risks and uncertainties. Actual results may differ materially from these projections. Forward looking statements are not representations about future performance and should not be relied upon as such.
This podcast 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 indicative of future performance.

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

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 opportunities. 

Here are some excerpts from the podcast:

"Perpetual has had a long history of a very structured approach to our investment universe," says Sandberg. 

"We don't start by just saying what stocks across the ASX are cheap. We start by saying what companies are quality and we have a very strict measure of what is quality.

"Stocks have to earn their way into our quality universe by meeting four gating criteria."

Listen to the full podcast.

--//--

Learn more about Learn more about Perpetual's Australian equities strategies

Learn more about Perpetual

--//--

This podcast has been prepared by Perpetual Investment Management Limited (PIML) ABN 18 000 866 535 AFSL 234426.

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 relevant Perpetual Australian Equities fund, issued by PIML, should be considered before deciding whether to acquire, dispose, or hold units in the Fund. The relevant PDS and Target Market Determination can be obtained by calling 1800 022 033 or visiting our website www.perpetual.com.au.

This podcast may contain forward looking statements or projections. Any such statements are based on PIML’s current expectations and assumptions about future events. They may be based on incorrect assumptions or may not take into account known or unknown risks and uncertainties. Actual results may differ materially from these projections. Forward looking statements are not representations about future performance and should not be relied upon as such. 

This podcast 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 indicative of future performance.

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&rsquo;s disciplined research process helps narrow the ASX universe to a focused set of investment opportunities.&nbsp;
Here are some excerpts from the podcast:
"Perpetual has had a long history of a very structured approach to our investment universe," says Sandberg.&nbsp;
"We don't start by just saying what stocks across the ASX are cheap.&nbsp;We start by saying what companies are quality and we have a very strict measure of what is quality.
"Stocks have to earn their way into our quality universe by meeting four gating criteria."
Listen to the full podcast.
--//--
Learn more about Learn more about <a href="https://www.perpetual.com.au/asset-management/australian-shares/">Perpetual's Australian equities strategies</a>
Learn more about <a href="https://www.perpetual.com.au/">Perpetual</a>
--//--
This podcast has been prepared by Perpetual Investment Management Limited (PIML) ABN 18 000 866 535 AFSL 234426.
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 relevant Perpetual Australian Equities fund, issued by PIML, should be considered before deciding whether to acquire, dispose, or hold units in the Fund. The relevant 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>.
This podcast may contain forward looking statements or projections. Any such statements are based on PIML&rsquo;s current expectations and assumptions about future events. They may be based on incorrect assumptions or may not take into account known or unknown risks and uncertainties. Actual results may differ materially from these projections. Forward looking statements are not representations about future performance and should not be relied upon as such.&nbsp;
This podcast 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 indicative of future performance.

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

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 great investment booms this century," says Hext.

"The first one was the mining boom, and that was huge. In fact, in terms of scale, it's bigger than the current IT boom we're seeing now. 

"But in the US, the current IT boom, particularly around the well-known story of data centres and AI, is bigger than anything they've had, and of course that puts pressure on capital. 

"The promise of high returns means people borrowing the money are happy to pay more, so you start to get this term premium increase, and real interest rates go up. It's a great spot for investors."

Listen to the full podcast.

--//--

Learn more about Learn more about Pendal Income and Fixed Interest capabilities

Learn more about Pendal

--//--

This video 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 relevant Pendal income and fixed interest fund, issued by PFSL, should be considered before deciding whether to acquire, dispose, or hold units in the relevant fund. The relevant PDS and Target Market Determination can be obtained by calling 1300 346 821 or visiting our website www.pendalgroup.com.

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.

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 great investment booms this century," says Hext.
"The first one was the mining boom, and that was huge. In fact, in terms of scale, it's bigger than the current IT boom we're seeing now.&nbsp;
"But in the US, the current IT boom, particularly around the well-known story of data centres and AI, is bigger than anything they've had, and of course that puts pressure on capital.&nbsp;
"The promise of high returns means people borrowing the money are happy to pay more, so you start to get this term premium increase, and real interest rates go up. It's a great spot for investors."
Listen to the full podcast.
--//--
Learn more about Learn more about <a href="https://pendalgroup.com/products/asset-class/australian-fixed-interest-funds">Pendal Income and Fixed Interest capabilities</a>
Learn more about <a href="https://pendalgroup.com/">Pendal</a>
--//--
This video 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 relevant Pendal income and fixed interest fund, issued by PFSL, should be considered before deciding whether to acquire, dispose, or hold units in the relevant fund. The relevant PDS and Target Market Determination can be obtained by calling 1300 346 821 or visiting our website &lt;span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;" class="mce_SELRES_start"&gt;&lt;/span&gt;www.pendalgroup.com.
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.
&nbsp;

Regnan's Tim Crockford: Impact investing in developed nations

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The Point: Professional investing in Australia with Perpetual

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