Tim Hext: 2024 inflation outlook is positive for bond investors
Where are we on inflation at the start of 2024? And how is Pendal’s team positioned? Here’s a quick overview from our head of government bond strategies TIM HEXT WELCOME…
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Fixed income: Pendal’s 2024 outlook for bonds, credit and cash
What lessons can fixed-income investors take from 2023 into 2024? Pendal’s head of income strategies AMY XIE PATRICK summarises the outlook with fellow PMs TIM HEXT, GEORGE BISHAY and STEVE…
Steve Campbell: No rate cuts – or rises – in 2024?
While investors expect rate cuts offshore next year, Pendal’s head of cash strategies Steve Campbell sees our cash rate unchanged in 2024. Why bonds, why now? Hear more from our…
Tim Hext: Why bonds still look better than term deposits
Have investors missed the boat on bonds after they touched 5 per cent in October? No, says Pendal’s head of bond strategies Tim Hext. In this latest fast podcast he…
Pendal’s head of income reveals a high-conviction call and a non-consensus view for 2024
Markets are pricing in a soft landing, but in a new Bloomberg webinar, Pendal’s head of income strategies AMY XIE PATRICK argues a US recession is not off the table…
Could higher rates work against lower inflation? And what would that mean for bonds?
Higher interest rates will eventually work, but they’re not working just now, argues Pendal’s OLIVER GE. That could mean bonds become even better value next year Inelastic demand and supply…
Income and fixed interest wrap: latest outlook for inflation, rates and bonds
Here are the latest insights on the fixed interest landscape from Pendal’s head of government bond strategies TIM HEXT Why bonds, why now? Pendal’s income and fixed interest experts explain…
Moderating inflation is the trend of the year. Here’s what it means for investors
With moderating inflation as the trend of the year, investors can be more assured in their bond allocation, argues Pendal assistant PM ANNA HONG Why bonds, why now? Find out…
Inflation won’t go down without a fight, but markets expect extended rate-hike pause
Bond markets believe the RBA will join other central banks in an extended pause after this week’s rate rise. Pendal’s STEVE CAMPBELL explains Why bonds, why now? Hear more from…
Tim Hext: Bonds offer returns and cheap insurance right now
Bond yields are hitting multi-year highs. Why is it happening and what’s next? Pendal’s head of government bond strategies TIM HEXT explains in our latest fast podcast You can also…