Tim Hext: Higher inflation isn’t guaranteed, but insurance remains cheap
COST OF LIVING pressures are creeping in, with more to come. I’ve lost track of how many politicians have promised to “ease the squeeze”, but with an election early next…
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Tim Hext: No taper tantrum, just gravity
Ongoing supply constraints will likely see 2.5% inflation in Australia next year. That may mean the start of a modest rate hiking cycle in 2023, says Pendal’s Tim Hext INVESTORS…
Tim Hext: Banning unvaccinated workers could impact our economy
As Melbourne construction workers protest mandatory vaccinations, investors may want to consider how a ban on unvaccinated workers could impact the economy, says Pendal’s Tim Hext THIS WEEK has been relatively…
What’s next for investors as China’s Evergrande staves off default
Even with the promise of meeting bond interest payments, the risk of contagion from Evergrande has increased as investors rotate away from equities and high yield credit. Pendal’s Oliver Ge…
Vimal Gor: Active management more important than ever in defensive portfolios
The days of holding a set-and-forget 60:40 portfolio are over, says Pendal’s Vimal Gor. Investment managers need strategies and sub-strategies within a defensive portfolio. Here’s why 60:40 portfolio construction is…
Don’t expect rate hikes before RBA’s Philip Lowe exits in two years
This week the RBA’s Dr Philip Lowe indicated the big jump in house prices wasn’t really his area of concern. Pendal’s Tim Hext explains what that means THE RESERVE Bank…
What are sustainability-linked bonds and why investors should care
A new kind of bond offers features based on whether an issuer achieves sustainability goals by a deadline. Pendal Credit ESG Analyst Murray Ackman explains the pros and cons EVERY…
Tim Hext: What to expect as the RBA takes its foot off the accelerator
The Reserve Bank is easing off the accelerator instead of tapping the brakes. Pendal’s Tim Hext explains what investors can expect next THE RBA this week enacted what they would…
Is a correction on the cards? Here are the signs to watch
Risk is a constant theme for investors and is never more front of mind than amid a once-in-a-generation bull market. Investors wary of market rally ending But risk pricing indicates…
Tim Hext: A glimpse of what could have been
The national accounts show potential for a solid 2022 when economies reopen and we learn to live with Covid, writes Tim Hext in his weekly bond, income and defensive strategies…