Amy Xie Patrick: How tariffs, tech and rates are shaping 2026
In a new podcast, Pendal’s head of income strategies AMY XIE PATRICK explains why Liberation Day tariffs didn’t play out as predicted, what a K-shaped economy is and how investors…
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In a new podcast, Pendal’s head of income strategies AMY XIE PATRICK explains why Liberation Day tariffs didn’t play out as predicted, what a K-shaped economy is and how investors…
Inflation is higher than the RBA would like, but does it mean a rate hike is a certainty? Pendal’s head of government bond strategies TIM HEXT explains what it means…
Collective action is essential for addressing global challenges like climate change, food security, and pandemic risks. MURRAY ACKMAN and PAULA VALDES explain WHAT does it take to tackle climate change,…
In this podcast Pendal’s head of government bonds TIM HEXT provide his insights on the outlook for rates and inflation in 2026 and what this means for bond investors. You…
Rates are on hold, but the market is pricing in a 30 per cent chance of a hike in the March quarter. Pendal’s head of cash strategies STEVE CAMPBELL explains…
New data shows impact investing has grown significantly in the past five years. Regnan senior ESG and impact analyst MURRAY ACKMAN explains IMPACT investing is still rapidly growing in popularity…
Inflation is trending above Reserve Bank expectations. Pendal’s head of government bond strategies TIM HEXT explains what it means for investors THE ABS today released its first complete monthly view…
In this podcast Pendal portfolio manager ELISE MCKAY delves into the rise of passive and systematic trading and how the resulting increased volatility is creating opportunities for fundamental investors You…
Employment data came in stronger for October, prompting the market to ‘almost’ abandon 2026 rate cuts, writes Pendal’s head of government bond strategies, TIM HEXT Employment in October grew by…
True defensiveness isn’t about sitting still, it’s about staying ready, argues Pendal’s head of income strategies, AMY XIE PATRICK “DEFENSIVE” is one of the most overused — and misunderstood —…