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January data suggests inflation continues to moderate. But we shouldn’t read too much into this better-than-expected outcome, writes Pendal’s head of government bond strategies TIM HEXT THE January inflation numbers…
Investors have been getting used to good news on inflation. But does the latest data suggest we’re getting ahead of ourselves? Pendal’s head of bond strategies TIM HEXT reviews the…
What’s next for rates and how should fixed-interest investors be positioned? CommBank chief economist STEPHEN HALMARICK and Pendal’s head of government bonds TIM HEXT discuss their views in a new…
Reckon you’ve got 2024 figured out? Stay on your toes, because markets could go in any direction this year. Pendal’s head of income strategies AMY XIE PATRICK explains her thinking…
The latest US CPI data surprised to the upside. Pendal’s head of government bond strategies, TIM HEXT, explains what it means for investors THE inflation numbers were released this week…
The Reserve Bank played a straight bat on rates, as expected. Here’s what it means for investors, according to our head of cash strategies STEVE CAMPBELL No change to the…
The latest quarterly CPI data shows inflation is on the right path. But there’s still more work to do, writes Pendal’s head of government bond strategies, TIM HEXT Inflation on…
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…
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…
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…
