Tim Hext: Why Pendal favours a July rate cut
Here’s what the latest employment data means for the market, according to Pendal’s head of government bond strategies TIM HEXT THE latest employment data was released today. Headline employment was…
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Tim Hext: Cash rates at 3.1% this year ‘a good bet’
Cash rates finishing the year at 3.1% seems like a good bet, writes Pendal’s head of government bonds TIM HEXT. Here’s why THE GDP numbers for Q1 2025 were released today….
Tim Hext: Has the Aussie disinflation trend come to a halt?
Here’s what the latest inflation data means for markets, according to Pendal’s head of government bonds TIM HEXT HAS a two-year disinflation trend in Australia finally come to a halt?…
Steve Campbell: RBA ‘well-positioned’ to ease rates more aggressively
Here’s what the latest monetary policy adjustments mean for investors, according to Pendal’s head of cash strategies STEVE CAMPBELL THE Reserve Bank of Australia eased monetary policy for a second time this year, cutting…
Tim Hext: It’s all systems go for the RBA to cut
While it’s all systems go for a rate cut next week, caution will be the RBA’s message, writes Pendal’s head of government bond strategies TIM HEXT THE final pieces of…
Amy Xie Patrick: China, the US, and the value of uncertainty
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…
Pendal profile: Meet our Income and Fixed Interest team
In this short video, Pendal’s Income and Fixed Interest team outline the expertise, diversity of thought and disciplined decision-making processes that drive outcomes for clients An excerpt from the team’s…
Tim Hext: Australia’s in a surprisingly good position to weather the global storm
Australia is in a surprisingly good position to weather the Trump administration’s trade policies, says Pendal’s head of government bonds TIM HEXT in this fast podcast You can also listen…
Pendal profile: Meet our head of government bond strategies, Tim Hext
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 profile: Meet our head of credit and sustainable strategies George Bishay
In this video profile, Pendal PM George Bishay explains the advantages of our Income and Fixed Interest team’s process An excerpt from George’s interview WHILE fixed income forms the defensive…