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The Point: Professional investing in Australia with Perpetual
Perpetual Group
66 episodes
2 months ago
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.
Show more...
Investing
Business
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All content for The Point: Professional investing in Australia with Perpetual is the property of Perpetual Group and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
Show more...
Investing
Business
Episodes (20/66)
The Point: Professional investing in Australia with Perpetual
Tim Hext: Tariff uncertainty means opportunity for active investors
2 months ago
8 minutes

The Point: Professional investing in Australia with Perpetual
Amy Xie Patrick: An investor's guide to the outlook for US and China
4 months ago
10 minutes

The Point: Professional investing in Australia with Perpetual
Tim Hext: Australia’s in a good position to weather the global storm
6 months ago
7 minutes

The Point: Professional investing in Australia with Perpetual
Amy Xie Patrick: Turbulent conditions require a decisive, active approach to fixed income
8 months ago
10 minutes

The Point: Professional investing in Australia with Perpetual
Tim Hext: Hold course in the face of Trump's whiplash tariffs
9 months ago
8 minutes

The Point: Professional investing in Australia with Perpetual
Rates, Trump, China: Pendal's Amy Xie Patrick on what to expect in 2025
11 months ago
14 minutes

The Point: Professional investing in Australia with Perpetual
How to replace hybrids as they disappear from income portfolios
11 months ago
8 minutes

The Point: Professional investing in Australia with Perpetual
No rate cut before February, but value in bonds now
1 year ago
6 minutes

The Point: Professional investing in Australia with Perpetual
What volatile markets mean for fixed income, and what’s likely to happen next
1 year ago
9 minutes

The Point: Professional investing in Australia with Perpetual
Why Aussie fixed-income investors should largely ignore a potential August rate hike
1 year ago
8 minutes

The Point: Professional investing in Australia with Perpetual
Tim Hext: What the latest signals on inflation really mean
1 year ago
7 minutes

The Point: Professional investing in Australia with Perpetual
Amy Xie Patrick: What to worry about in a turning-point year
1 year ago
7 minutes

The Point: Professional investing in Australia with Perpetual
Tim Hext: Why bonds still look better than term deposits
1 year ago
7 minutes

The Point: Professional investing in Australia with Perpetual
Bonds offer returns and cheap insurance right now: Tim Hext
2 years ago
6 minutes

The Point: Professional investing in Australia with Perpetual
Why China is hesitating on stimulus – and what’s likely to happen next
2 years ago
10 minutes

The Point: Professional investing in Australia with Perpetual
It's 'so far, so good' on rates and the economy. But what's next?
2 years ago
8 minutes

The Point: Professional investing in Australia with Perpetual
Green bonds: What are they and how do you choose the right ones?
2 years ago
13 minutes

The Point: Professional investing in Australia with Perpetual
Soft landing more likely but don’t hold your breath for rate cuts
2 years ago
8 minutes

The Point: Professional investing in Australia with Perpetual
Three things blunting the impact of rate rises on inflation
2 years ago
7 minutes

The Point: Professional investing in Australia with Perpetual
Tim Hext: Why now could be a good time to lock in 10-year bonds
2 years ago
9 minutes

The Point: Professional investing in Australia with Perpetual
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.