Tim Hext: It’s all systems go for the RBA to cut
While it’s all systems go for a rate cut next week, caution will be the RBA’s message, writes Pendal’s head of government bond strategies TIM HEXT THE final pieces of…
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Amy Xie Patrick: China, the US, and the value of uncertainty
Policy effectiveness doesn’t always come wrapped in transparency or even democracy, observes Pendal’s head of income strategies AMY XIE PATRICK INVESTORS were witness to a tale of two central banks…
Pendal profile: Meet our Income and Fixed Interest team
In this short video, Pendal’s Income and Fixed Interest team outline the expertise, diversity of thought and disciplined decision-making processes that drive outcomes for clients In this video, the four…
Tim Hext: Australia’s in a surprisingly good position to weather the global storm
Australia is in a surprisingly good position to weather the Trump administration’s trade policies, says Pendal’s head of government bonds TIM HEXT in this fast podcast You can also listen…
Pendal profile: Meet our head of government bond strategies, Tim Hext
In this video profile, Pendal’s head of government bond strategies TIM HEXT explains why the case for bonds – and active management – has never been stronger An excerpt from…
Tim Hext: Inflation data shows Australia is in pretty good shape with reasons to be optimistic
Australia’s March-quarter inflation data signals good news for Australia’s economy in 2025, says Pendal’s head of government bonds TIM HEXT AFTER a chaotic April, it was great to focus on…
Pendal profile: Meet our head of cash strategies Steve Campbell
In this video profile Pendal’s head of cash strategies Steve Campbell explains how the team’s approach to managing cash puts us in a market sweet spot AS a “safe-haven” asset,…
Pendal profile: Meet our head of income strategies Amy Xie Patrick
In this video, head of income strategies AMY XIE PATRICK outlines the decision-making and risk management frameworks driving Pendal’s investment process An excerpt from Amy’s interview Pendal’s head of income…
Tim Hext: Art of the deal or new world order?
So far US tariffs are a mixed bag for bonds. But understanding Trump could help investors navigate markets, writes Pendal’s head of government bonds, TIM HEXT PRESIDENT TRUMP’s “reciprocal” tariffs caught many…
Tim Hext: What Trump’s tariff formula means for markets
The US has announced a slew of tariffs based on a reciprocal tariff ‘formula’. Head of government bond strategies TIM HEXT breaks down the latest TODAY, President Trump announced a baseline 10% tariff…