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Amy Xie Patrick: How to build defensive income portfolios
In a volatile market, AMY XIE PATRICK explains why income portfolios need deliberate duration, quality credit and flexibility.
IN THIS video podcast, Amy Xie Patrick, head of income strategies at Pendal, shares her perspective on how duration can still play an important role when used deliberately, and how active investors can navigate uncertain rate settings.
She also discusses tight credit spreads, the rise of hyperscaler bonds in Australia, and the importance of quality, liquidity and flexibility in defensive income portfolios.
Here is an excerpt from the video podcast:
“Just because inflation is high and yield volatility is high; it doesn’t mean that you should completely say no to duration.
“Your duration allocation at any point in time should be very deliberate and considered and intentional.
“The job of active investors is to be able to make decisions when faced with uncertainty.”
Watch the full video interview
Find out about
Pendal Monthly Income Plus Fund
Amy Xie Patrick, Head of Income Strategies
About Amy Xie Patrick and Pendal’s Income and Fixed Interest team
Amy is Pendal’s Head of Income Strategies. She has extensive expertise and experience in emerging markets, global high yield and investment grade credit and holds an honours degree in economics from Cambridge University.
Pendal’s Income and Fixed Interest boutique is one of the most experienced and well-regarded fixed income teams in Australia. The team oversees some $20 billion invested across income, composite, pure alpha, global and Australian government strategies.
Find out more about Pendal’s fixed interest strategies here
About Pendal Group
Pendal is a global investment management business focused on delivering superior investment returns for our clients through active management.
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 Pendal Monthly Income Plus 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.
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. PFSL 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.