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The Point: Professional investing in Australia with Pendal
Where to find value in equities, credit, bonds and listed property right now
Season 1, Ep. 5
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In this fast podcast, Pendal's head of multi-asset Michael Blayney takes investors on a whistle-stop tour of the major asset classes and gives his view on where to find value right now in equities, credit, bonds and listed property.
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9. How carbon credits and futures fit into investment portfolios
05:59Carbon credits and futures can provide higher returns and a smoother investment journey with positive benefits for the planet. Pendal senior portfolio manager STUART ELIOT explains how in this fast podcast.8. Why the investment case for decarbonisation makes good sense
07:32Investors can expect "green innovation" opportunities to accelerate after the COP26 climate change conference because more countries are seeing that it makes good economic sense, says Regnan’s Maxime Le Floch in this fast podcast.7. Who's right on interest rate predictions: markets or central banks?
07:48When it comes to movement on interest rates, the big question right now is whether the markets or the central banks have it right. Pendal portfolio manager Amy Xie Patrick explains in this fast podcast6. New investment markets are forming as countries commit to net zero
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05:45Julia Forrest has managed Pendal's property trust portfolios for more than a decade. In this fast podcast, Julia explains the strong outlook for Australian retail property – and even office space – as Australia rolls out of the 2021 Covid lock-downs and looks forward to a much-anticipated Summer.3. Is stagflation really back and what would it mean for investors?
06:38Stagflation is a buzzword in global markets at the moment. Is it really back to the 1970s? And what would that mean for investors? Pendal portfolio manager Amy Xie Patrick explains in this fast podcast2. What's driving global equities right now
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