Tim Hext: Budget deficits are now structural and inflation will be back
The next five years will see inflation significantly higher than the past decade. We should be alert to this but not alarmed says Pendal portfolio manager Tim Hext in our…
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The next five years will see inflation significantly higher than the past decade. We should be alert to this but not alarmed says Pendal portfolio manager Tim Hext in our…
Which asset classes look good in light of this week’s federal Budget? Pendal’s head of Multi Asset Michel Blayney explains THE federal government Budget, released on Tuesday night, was big…
Investors need to adapt to changing circumstances when building effective portfolios — just as cricketers adjust their style for different pitches. Pendal’s head of equities Crispin Murray explains. …
Here’s what’s driving Australian equities this week according to Pendal’s head of equities Crispin Murray (pictured above) and portfolio manager Jim Taylor. Reported by portfolio specialist Chris Adams. …
PENDAL GROUP (ASX: PDL) today announced it has entered into an agreement to acquire 100% of Thompson, Siegel & Walmsley (TSW), a US-based, value-oriented investment manager, for US$320million (A$413 million)….
What’s next for inflation? Pendal portfolio manager Tim Hext explains in his weekly Bond, Income and Defensive Strategies report. Find out more about Pendal’s fixed interest strategies INFLATION has…
Spotlight on Emerging Markets: A monthly update from James Syme and Paul Wimborne (pictured), managers of Pendal’s Global Emerging Markets Opportunities Fund Indian equities outperformed the broader MSCI Emerging Markets…
Here’s what’s driving Australian equities this week according to Pendal’s head of equities Crispin Murray (pictured above). Reported by portfolio specialist Chris Adams. Crispin Murray names the big policy…
This week Canada’s central bank become the first to signal its stimulus exit. Pendal portfolio manager Tim Hext explains what it means for Australian investors Vimal Gor: Bond…
Here’s what’s driving Australian equities this week according to Pendal’s head of equities Crispin Murray (pictured above). Reported by portfolio specialist Chris Adams. Crispin Murray names the big…