Amy Xie Patrick: Outlook from the bond enthusiast
What are the main factors now affecting fixed income investors? Pendal’s head of income strategies AMY XIE PATRICK explains how her view has evolved in recent months Will US 10-year…
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Mainstream Online Web Portal
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News
Tim Hext: January inflation – a low point, for now
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…
On-demand webinar: How to conquer the interest rate peak
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…
Goldilocks beware: US inflation data puts markets on notice
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…
Steve Campbell: A straight bat from the RBA
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…
Tim Hext: Inflation is on the right path, but we’re not there yet
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…
Tim Hext: 2024 inflation outlook is positive for bond investors
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…
Steve Campbell: No rate cuts – or rises – in 2024?
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…
Income and fixed interest wrap: latest outlook for inflation, rates and bonds
Here are the latest insights on the fixed interest landscape from Pendal’s head of government bond strategies TIM HEXT Why bonds, why now? Pendal’s income and fixed interest experts explain…
Moderating inflation is the trend of the year. Here’s what it means for investors
With moderating inflation as the trend of the year, investors can be more assured in their bond allocation, argues Pendal assistant PM ANNA HONG Why bonds, why now? Find out…