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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…
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 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…
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 —…
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…
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…
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…
Where to next after the Reserve Bank kept rates on hold at its September meeting? Pendal’s head of cash strategies STEVE CAMPBELL explains THE Reserve Bank left the cash rate…
What does today’s jump in inflation mean for investors? Pendal’s head of government bond strategies TIM HEXT explains THE narrative driving the Reserve Bank and markets this year is that…
Conditions look good for both bonds and equities right now, but one asset class should come out ahead. AMY XIE PATRICK explains US two-year bond yields have slipped from 3.95%…
