TIM HEXT: Inflation noise gets louder but real yields move markets
Are bonds a buy? Our head of government bonds Tim Hext offers his view in Pendal’s weekly Income & Fixed Interest snaphot RATE HIKE expectations turned up another notch last…
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FAST PODCAST: How to think about inflation and rates right now
In this podcast Tim Hext explains how the nature of inflation is changing, what’s driving recession fears and which asset classes look promising An excerpt from this interview with Pendal’s…
TIM HEXT: Fiscal policy will stay expansionary under Labor. Here’s what that means
Monetary policy will have to work harder to keep inflation in check if the new Labor government is still putting extra dollars into pockets, writes Pendal’s TIM HEXT THE federal…
Labor won’t bring big change on the economic front
After the evolution of Coalition fiscal spending habits during the pandemic, Australia’s new Labor government won’t be a big change, says Pendal’s Anna Hong ON THE economic front, Australians will…
Fixed interest: time for tactical moves as big picture emerges
Has inflation peaked and if so, what’s next for fixed interest investors? Here’s a view from our head of government bond strategies TIM HEXT AMONG the many adages I’ve heard…
TIM HEXT: This week’s modest wages data won’t last
The latest wages data shows surprisingly modest growth in some sectors. But wages are the ultimate lagging indicator and that will soon change, says our head of government bond strategies…
TIM HEXT: Where fixed interest opportunities are emerging
Where are the opportunities emerging in fixed interest? Here are the latest insights from Pendal’s head of government bond strategies TIM HEXT SO FAR 2022 has been an extraordinary year…
FAST PODCAST: Where inflation is heading and how to think about bonds now
What’s the outlook for inflation in Australia, how will the Reserve Bank react and is it time to consider going overweight bonds? Pendal’s TIM HEXT outlines his view in this…
TIM HEXT: Early green shoots ease inflation pressure
It’s not an about-face, but there are signs the relentless pace of bearish bond news may be moderating, says Pendal’s head of government bond strategies TIM HEXT THIS WEEK there’s…
Rate rise: What’s next after RBA waves the white flag
The RBA’s credibility has taken a hit, but it can now get on with normalising policy like most other developed market central banks, says Pendal’s TIM HEXT TODAY’S RBA announcement…