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Tariffs will show up either in inflation or corporate earnings — but the implications are starkly different for portfolio decisions, argues Pendal’s head of income strategies AMY XIE PATRICK TARIFFS…
Policy effectiveness doesn’t always come wrapped in transparency or even democracy, observes Pendal’s head of income strategies AMY XIE PATRICK INVESTORS were witness to a tale of two central banks…
In this video profile, Pendal’s head of government bond strategies TIM HEXT explains why the case for bonds – and active management – has never been stronger An excerpt from…
Pendal’s head of income strategies explains how her team found the sweet spot for through-the-cycle success across our fixed income funds CREDIT is the main income engine for most income…
Shorting bonds may no longer be the best trade, argues Pendal’s head of income strategies AMY XIE PATRICK IN the final weeks leading up to the US election, political pollsters…
In a world without bank hybrids, investors should re-consider their income plan, says Pendal’s head of income strategies AMY XIE PATRICK FOR years, Australian investors have flocked to bank hybrid…
Here’s what you need to know about the latest stimulus announcements in China, according to Pendal’s head of income strategies Amy Xie Patrick THE final week of September was an…
Late-cycle dynamics can be tricky to navigate. Here are five tactics Pendal’s head of income strategies AMY XIE PATRICK is considering for the path ahead EQUITY markets seem to have…
The past few years have played havoc with market assumptions. Here, Pendal’s AMY XIE PATRICK explains what’s really going on with inverted yield curves and other misunderstood investing concepts THE…
What is the state of play in China? Head of income strategies AMY XIE PATRICK offers an overview of China’s recent Third Plenum and the implications on world economies. IN China,…
