Elise Mckay: Where to find AI exposure on the ASX
The common belief is that if investors want to gain exposure to the AI thematic they have to look offshore, but Pendal’s ELISE MCKAY debunks this myth in her latest…
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The common belief is that if investors want to gain exposure to the AI thematic they have to look offshore, but Pendal’s ELISE MCKAY debunks this myth in her latest…
Signs of a weakening Australian economy are giving markets growing confidence that the RBA’s next move may not be another hike. Pendal head of government bond strategies TIM HEXT explains WE…
The role of equities in a defensive income portfolio may seem counterintuitive – until liquidity becomes critical. Pendal’s AMY XIE PATRICK explains MOST income funds look, at first glance, quite…
Wages are up, growth is down and Australia is struggling. Developments this week only change the current economic narrative at the margin. Pendal head of government bond strategies TIM HEXT…
Softer-than-expected inflation data for April has lifted hopes of a rate pause, even as services inflation stays stubbornly elevated. TIM HEXT breaks down the latest data release. April inflation. Elevated…
The Strait of Hormuz blockade wasn’t an isolated shock. Understanding what was already in motion is the key to reading what comes next, argues Pendal’s AMY XIE PATRICK STICKY and…
One more RBA rate hike, but the real story is what comes next as Middle East risks reshape Australia’s inflation outlook. Pendal’s head of cash strategies STEVE CAMPBELL explains THE…
Australia’s inflation pulse quickened further, and it will likely see the RBA announce a third consecutive rate hike. Pendal’s head of cash strategies STEVE CAMPBELL explains MARCH inflation data was…
In this new podcast, AMY XIE PATRICK, head of income strategies at Pendal, unpacks how geopolitical tensions, sticky inflation and higher oil prices are reshaping bond markets You can also…
In this new podcast Pendal’s head of government bond strategies TIM HEXT provides his insights on inflation concerns arising from the Iran conflict and what that means for fixed income…