Tim Hext: Why 2026 could favour bond investors
In this podcast Pendal’s head of government bonds TIM HEXT provide his insights on the outlook for rates and inflation in 2026 and what this means for bond investors. You…
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Mainstream Online Web Portal
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Advisers will also have access to view their clients’ accounts online via the secure web portal.
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Steve Campbell: Inflation concerns rising, rate hike on the table
Rates are on hold, but the market is pricing in a 30 per cent chance of a hike in the March quarter. Pendal’s head of cash strategies STEVE CAMPBELL explains…
Murray Ackman: How a desire for change is driving interest in green bonds
New data shows impact investing has grown significantly in the past five years. Regnan senior ESG and impact analyst MURRAY ACKMAN explains IMPACT investing is still rapidly growing in popularity…
Tim Hext: What’s causing an ongoing spike in inflation
Inflation is trending above Reserve Bank expectations. Pendal’s head of government bond strategies TIM HEXT explains what it means for investors THE ABS today released its first complete monthly view…
Elise McKay: What’s driving rotation in equities
In this podcast Pendal portfolio manager ELISE MCKAY delves into the rise of passive and systematic trading and how the resulting increased volatility is creating opportunities for fundamental investors You…
Employment stronger, market almost abandons rate cuts
Employment data came in stronger for October, prompting the market to ‘almost’ abandon 2026 rate cuts, writes Pendal’s head of government bond strategies, TIM HEXT TODAY’S October employment numbers provided…
Amy Xie Patrick: How to build defensiveness that protects and performs
True defensiveness isn’t about sitting still, it’s about staying ready, argues Pendal’s head of income strategies, AMY XIE PATRICK “DEFENSIVE” is one of the most overused — and misunderstood —…
Steve Campbell: Material inflation miss brings future rate cuts into question
Where to next after the Reserve Bank kept rates on hold at its Melbourne Cup Day meeting? Pendal’s head of cash strategies STEVE CAMPBELL explains THE Reserve Bank left the…
Tim Hext: No rate cuts for now, but still likely in February
What does a lift in September-quarter inflation mean for rates? Pendal’s head of government bond strategies TIM HEXT explains AUSTRALIA experienced a surge in inflation last quarter. Headline inflation printed…
Tim Hext: ‘Stagflation-lite’ is making the RBA’s job harder
What does today’s jump in monthly unemployment data mean for investors? Pendal’s head of government bond strategies TIM HEXT explains THE RESERVE BANK has a dual mandate: keep inflation under…