Fast podcast: Why bonds look compelling towards mid-2023
There are signs that inflation has peaked and is due to come off in the next few quarters – which means owning bonds could be compelling around Q2 2023, says…
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There are signs that inflation has peaked and is due to come off in the next few quarters – which means owning bonds could be compelling around Q2 2023, says…
What do this week’s Budget and inflation numbers — and next week’s likely 25-point rate rise — mean for investors? TIM HEXT explains in this fast podcast You can also…
Bonds can be an appropriate investment in a hiking cycle – as long as you know what to look for, argues Pendal’s head of income strategies AMY XIE PATRICK You…
We’re in an average recessionary market, but that doesn’t mean there aren’t opportunities, argues Pendal’s CHRIS LEES in this fast podcast You can also listen to this podcast on Apple…
China is one of the few countries lowering interest rates. Pendal’s head of income strategies AMY XIE PATRICK explains why — and what it means for investors You can also…
Pendal portfolio manager BRENTON SAUNDERS explains which sectors look interesting for mid-caps right now — and how to think about the ESG transition An excerpt from this podcast When investing…
Few sectors of the economy are as sensitive to changes in interest rates as property. Pendal portfolio manager JULIA FORREST explains the outlook for REITs in this fast podcast An…
When is the right time to buy global equities and how best to value stocks during volatile times? Pendal global equities fund manager NUDGEM RICHYAL has some answers in this…
ESG investors can have a lot of influence over businesses, but countries are harder. Will this change in the wake of Russia’s invasion of Ukraine? We asked Pendal ESG credit…
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…