The Point: Professional investing in Australia with Perpetual
By Perpetual Group
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Episodes: 73
Description
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.
| Episode | Date |
|---|---|
|
Elise Mckay: Where to find AI exposure on the ASX
|
Jun 12, 2026 |
|
Amy Xie Patrick: How inflation risks are reshaping bond markets
|
Apr 17, 2026 |
|
Tim Hext: What the Iran war means for fixed-income investors
|
Apr 07, 2026 |
|
Social bonds: How to make an impact – not just a return
|
Mar 25, 2026 |
|
Amy Xie Patrick: How tariffs, tech and rates are shaping 2026
|
Feb 04, 2026 |
|
Tim Hext: Why 2026 could favour bond investors
|
Dec 09, 2025 |
|
Elise McKay: What’s driving rotation in equities right now
|
Nov 26, 2025 |
|
Tim Hext: Tariff uncertainty means opportunity for active investors
|
Aug 20, 2025 |
|
Amy Xie Patrick: An investor's guide to the outlook for US and China
|
Jun 16, 2025 |
|
Tim Hext: Australia’s in a good position to weather the global storm
|
Apr 30, 2025 |
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Amy Xie Patrick: Turbulent conditions require a decisive, active approach to fixed income
|
Mar 05, 2025 |
|
Tim Hext: Hold course in the face of Trump's whiplash tariffs
|
Feb 05, 2025 |
|
Rates, Trump, China: Pendal's Amy Xie Patrick on what to expect in 2025
|
Dec 11, 2024 |
|
How to replace hybrids as they disappear from income portfolios
|
Nov 26, 2024 |
|
No rate cut before February, but value in bonds now
|
Oct 30, 2024 |
|
What volatile markets mean for fixed income, and what’s likely to happen next
|
Aug 23, 2024 |
|
Why Aussie fixed-income investors should largely ignore a potential August rate hike
|
Jul 24, 2024 |
|
Tim Hext: What the latest signals on inflation really mean
|
Feb 20, 2024 |
|
Amy Xie Patrick: What to worry about in a turning-point year
|
Feb 13, 2024 |
|
Tim Hext: Why bonds still look better than term deposits
|
Nov 29, 2023 |
|
Bonds offer returns and cheap insurance right now: Tim Hext
|
Oct 31, 2023 |
|
Why China is hesitating on stimulus – and what’s likely to happen next
|
Oct 25, 2023 |
|
It's 'so far, so good' on rates and the economy. But what's next?
|
Aug 29, 2023 |
|
Green bonds: What are they and how do you choose the right ones?
|
Aug 09, 2023 |
|
Soft landing more likely but don’t hold your breath for rate cuts
|
Aug 02, 2023 |
|
Three things blunting the impact of rate rises on inflation
|
Jul 19, 2023 |
|
Tim Hext: Why now could be a good time to lock in 10-year bonds
|
Jun 14, 2023 |
|
Why weak domestic demand in China is good for bonds
|
Jun 06, 2023 |
|
What wages and jobs are telling us about recession and rates
|
May 24, 2023 |
|
Be prepared for more US bank turmoil
|
May 17, 2023 |
|
Head to head: Pendal equities chief Crispin Murray and bonds boss Tim Hext
|
Mar 29, 2023 |
|
Amy Xie Patrick: Prepare for likely recession with long-duration bonds
|
Feb 22, 2023 |
|
Ashley Pittard: What ChatGPT means for investors
|
Feb 14, 2023 |
|
Asset allocation tips from Pendal’s head of multi-asset Michael Blayney
|
Nov 23, 2022 |
|
The signals that will bring rate hikes to an end
|
Nov 08, 2022 |
|
Why bonds look compelling towards mid-2023
|
Nov 01, 2022 |
|
What the Budget, inflation and rates mean for investors
|
Oct 26, 2022 |
|
Why it's a misconception that you shouldn’t buy bonds in a hiking cycle
|
Oct 11, 2022 |
|
Global equities: If you’re looking, here’s where to look
|
Sep 13, 2022 |
|
Snapshot: Where we are in this interest rate cycle
|
Sep 07, 2022 |
|
China’s going lower on rates. Here’s what it means for investors
|
Aug 30, 2022 |
|
ASX mid-cap snapshot: the thematics to watch right now
|
Aug 02, 2022 |
|
The investment outlook for Aussie REITs
|
Jun 20, 2022 |
|
Why inflation hasn't tapered and what's driving market fear
|
Jun 15, 2022 |
|
The signposts global equities investors should watch for
|
May 25, 2022 |
|
Will ESG become more important at country-level after Ukraine?
|
May 17, 2022 |
|
Where inflation is heading and how to think about bonds now
|
May 11, 2022 |
|
How China's poor outlook is affecting Aussie investors
|
May 04, 2022 |
|
Take the long view on global equities as Yen falls
|
Apr 27, 2022 |
|
Not all income funds are well positioned for rising yields
|
Apr 19, 2022 |
|
Chris Lees: Why Ukraine tragedy is a geopolitical and financial inflection point
|
Apr 06, 2022 |
|
How rate hike expectations affect bond-buying decisions today
|
Mar 22, 2022 |
|
Why A-REITS are doing well and where they fit in portfolios
|
Mar 16, 2022 |
|
What makes this cycle different – and where investors should be looking
|
Mar 02, 2022 |
|
What rates and inflation outlook means for bond investors
|
Feb 23, 2022 |
|
How to approach global equities in volatile markets
|
Feb 15, 2022 |
|
Where bond yields are heading and what it means for investors
|
Feb 08, 2022 |
|
What role will impact investing play in portfolios this year
|
Feb 02, 2022 |
|
How to approach Aussie equities in 2022 with Crispin Murray
|
Dec 23, 2021 |
|
Global equities: Where to hunt for opportunities in 2022
|
Dec 21, 2021 |
|
How to manage fixed income amid rising inflation in 2022
|
Dec 15, 2021 |
|
What role bonds will play in portfolios in 2022
|
Dec 07, 2021 |
|
What it means for investors if China accepts slower growth
|
Nov 30, 2021 |
|
Green and social bonds propelled by secondary market tailwind
|
Nov 23, 2021 |
|
How carbon credits and futures fit into investment portfolios
|
Nov 17, 2021 |
|
Why the investment case for decarbonisation makes good sense
|
Nov 16, 2021 |
|
Who's right on interest rate predictions: markets or central banks?
|
Nov 09, 2021 |
|
New investment markets are forming as countries commit to net zero
|
Nov 09, 2021 |
|
Where to find value in equities, credit, bonds and listed property right now
|
Nov 09, 2021 |
|
REITs after lockdown: How Aussie retail and office space will recover
|
Nov 09, 2021 |
|
Is stagflation really back and what would it mean for investors?
|
Nov 09, 2021 |
|
Pendal's Ashley Pittard: What's driving global equities right now
|
Nov 09, 2021 |
|
Regnan's Tim Crockford: Impact investing in developed nations
|
Nov 09, 2021 |