Tim Hext: RBA the most dovish central bank? Now there’s a change.
It looks like investors believe the RBA is wrong on its inflation outlook — and they could be right, says Pendal’s Tim Hext MARKETS and most central banks have spent…
Close
Leave Feedback
Welcome to the new btim.com.auTake a two minute tour to see what we've changed
Hi there! Welcome to the new look Pendal website... Take a two minute tour to see what we’ve changed.
Mainstream Online Web Portal
LoginInvestors can view their accounts online via a secure web portal. After registering, you can access your account balances, periodical statements, tax statements, transaction histories and distribution statements / details.
Advisers will also have access to view their clients’ accounts online via the secure web portal.
News
FAST PODCAST: How retail and office property will recover as post-Delta party season begins
Re-opening 2.0 is perfectly timed for retail property, but the office market is also surprisingly robust, says Pendal’s Julia Forrest in this fast podcast Listen to the podcast above or…
FAST PODCAST: Is stagflation really back and what would it mean for investors?
Stagflation is a buzzword in global markets at the moment. Is it really back to the 1970s? And what would that mean for investors? Pendal portfolio manager Amy Xie Patrick…
Vimal Gor: How to think differently about fixed income
What can investors do when bonds stop performing how they’re supposed to in portfolios? Pendal’s Vimal Gor has been thinking about this – and has some answers Use tested strategies…
Tim Hext: Are inflation expectations too low or rate-rise expectations too high?
AT THE END of September we were trying to understand market pricing versus what the Reserve Bank was saying. Governor Lowe had been at pains to say the RBA would…
Why APRA wants you to stop this obsession with property
As Australia embarks on take two of the post-covid re-opening sequence, focus is turning to reducing risk in our overheated housing market. ANNA HONG explains IN A MOVE that surprised…
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…
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…