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…
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Mainstream Online Web Portal
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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…
Tim Hext: Why bonds still look better than term deposits
Have investors missed the boat on bonds after they touched 5 per cent in October? No, says Pendal’s head of bond strategies Tim Hext. In this latest fast podcast he…
Pendal’s head of income reveals a high-conviction call and a non-consensus view for 2024
Markets are pricing in a soft landing, but in a new Bloomberg webinar, Pendal’s head of income strategies AMY XIE PATRICK argues a US recession is not off the table…
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…
Inflation won’t go down without a fight, but markets expect extended rate-hike pause
Bond markets believe the RBA will join other central banks in an extended pause after this week’s rate rise. Pendal’s STEVE CAMPBELL explains Why bonds, why now? Hear more from…
Tim Hext: Bonds offer returns and cheap insurance right now
Bond yields are hitting multi-year highs. Why is it happening and what’s next? Pendal’s head of government bond strategies TIM HEXT explains in our latest fast podcast You can also…
Pendal’s weekly fixed interest wrap
Here are the latest insights on inflation, rates, bond yields and credit from Pendal’s head of government bond strategies TIM HEXT Why bonds, why now? Pendal’s income and fixed interest…