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Here are the key takeaways from the Federal Budget and February’s inflation data, according to head of government bond strategies TIM HEXT INTERESTED readers may want to pore over the…
As the Australian bond market tries to navigate Trump-driven market turmoil, Pendal’s TIM HEXT says it can help to stay focused on the hard data AUSTRALIAN equity markets have returned…
The outlook is still positive for fixed-income investors hoping for lower yields (and therefore higher prices on their bond investments), argues Pendal’s AMY XIE PATRICK You can also listen to…
While there’s hope for Australia’s GDP, we may be ‘running to stand still’ unless productivity starts improving, warns Pendal’s head of government bonds TIM HEXT IT’S been five years this week since the Covid…
While policy remains in restrictive territory for the RBA, today’s rate cut is unlikely to be a one-and-done affair. Pendal’s Head of Cash Strategies STEVE CAMPBELL explains AT its meeting this…
A gradual rate cut path over 2025 should support economic growth, meaning investors should think carefully about fixed-income positioning. Pendal’s TIM HEXT and ANZ’s ADAM BOYTON explain in a new…
How should investors interpret Donald Trump’s whipsaw approach to tariffs? What does it all mean for inflation and markets? Pendal’s head of bonds TIM HEXT explains in our latest fast…
The door is wide open for modest rate cuts as inflation settles back to around 3 per cent, argues Pendal’s head of government bonds, TIM HEXT AUSTRALIA’S latest quarterly inflation figures offer good news…
Trump is off to a flying start with a flurry of executive orders – and there’s more to come on tariffs and taxes. Yet markets seem complacent about the future, writes TIM HEXT …
Pendal’s head of income strategies explains how her team found the sweet spot for through-the-cycle success across our fixed income funds CREDIT is the main income engine for most income…
