Tim Hext: The case for inflation-linked bonds
Inflation should soon start to fall — but not as much as some expect. Inflation-linked bonds could be a good option, argues Pendal’s head of government bonds TIM HEXT “The…
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Mainstream Online Web Portal
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News
The signals that will bring interest rate hikes to an end
What will prompt central banks to stop hiking interest rates altogether? Look to wages for the answer, says Pendal’s head of income strategies AMY XIE PATRICK You can also listen…
Brenton Saunders: What you should really be watching as markets rally
Recent market rallies are a sign the market is looking for a slowdown in rate rises, but investors should resist trying to pick a pivot point, says Pendal’s Brenton Saunders….
Anna Hong: Waiting for a central bank pivot? Start spending less
FOR a while now our attention has been focused on the timing of a central bank pivot. That’s the much-anticipated moment when central banks change course and stop hiking rates….
Crispin Murray: What’s driving Aussie equities this week
Here are the main factors driving the ASX this week according to our head of equities Crispin Murray. Reported by portfolio specialist Chris Adams. Find out about Pendal Focus Australian Share…
Thinking about Chinese stocks? Read this country-level analysis first
Our Emerging Markets team always starts with a top-down, country-level investing framework. Here’s how their framework applies to China right now. This is a monthly insight from James Syme, Paul…
Why our Emerging Markets managers aren’t worried about Brazil’s lean to the left
Investors should continue to find attractive opportunities in Brazil after the transition to a new government, argue James Syme, Paul Wimborne and Ada Chan, co-managers of Pendal’s Global Emerging Markets…
It’s time to change how you think about investing in China
China’s new hard-line ideological approach introduces risks that most investors have no experience with, warns Pendal’s SAMIR MEHTA Xi Jinping’s new terms elevates risk for investors ‘An environment that has…
Fast podcast: Why bonds look compelling towards mid-2023
There are signs that inflation has peaked and is due to come off in the next few quarters – which means owning bonds could be compelling around Q2 2023, says…
Is it time to re-enter the markets? Watch these three measures
Trend, valuations and the economy are the key measures when deciding if it’s time to re-enter the market, says MICHAEL BLAYNEY Bond, equities closer to fair value Opportunity to rebalance…