Pendal: The sectors shaping the 2026 investment landscape
As 2025 wraps up, Pendal portfolio managers outline the trends set to shape 2026 – including AI, resources and a wave of corporate deals. Here’s what to watch as the…
Close
Leave Feedback
Welcome to the new btim.com.auTake a two minute tour to see what we've changed
Hi there! Welcome to the new look Pendal website... Take a two minute tour to see what we’ve changed.
Mainstream Online Web Portal
LoginInvestors can view their accounts online via a secure web portal. After registering, you can access your account balances, periodical statements, tax statements, transaction histories and distribution statements / details.
Advisers will also have access to view their clients’ accounts online via the secure web portal.
News
Tim Hext: Why 2026 could favour bond investors
In this podcast Pendal’s head of government bonds TIM HEXT provide his insights on the outlook for rates and inflation in 2026 and what this means for bond investors. You…
Brenton Saunders: Why the lithium tide is set to turn in 2026
Lithium is finally starting to emerge from a prolonged downturn. Pendal’s MidCap Fund portfolio manager BRENTON SAUNDERS details the catalysts driving this recovery. The lithium sector has struggled over the…
Steve Campbell: Inflation concerns rising, rate hike on the table
Rates are on hold, but the market is pricing in a 30 per cent chance of a hike in the March quarter. Pendal’s head of cash strategies STEVE CAMPBELL explains…
Emerging Markets: How to play China’s move to a current-account surplus
China’s shift to a large current-account surplus has significant implications for investors. Pendal’s Global Emerging Markets Opportunities team explains the challenges and opportunities HERE in Pendal’s emerging markets team…
Jack Gabb: What’s driving the ASX this week
Here are the main factors driving Australian equities this week, according to investment analyst JACK GABB. Reported by head investment specialist Chris Adams AFTER moving largely in tandem for the past…
Emerging Markets: US dollar weakness is driving opportunity in Brazil, Mexico and South Africa
US dollar weakness and domestic demand may drive an uptick in emerging markets. Pendal senior fund manager PAUL WIMBORNE dispels some of the myths and highlights the opportunities PENDAL’s…
Crispin Murray: What’s driving Aussie equities this week
Here are the main factors driving the ASX this week, according to Pendal’s head of equities CRISPIN MURRAY. Reported by portfolio specialist Chris Adams RISING expectations of a December Fed rate…
Murray Ackman: How a desire for change is driving interest in green bonds
New data shows impact investing has grown significantly in the past five years. Regnan senior ESG and impact analyst MURRAY ACKMAN explains IMPACT investing is still rapidly growing in popularity…
Tim Hext: What’s causing an ongoing spike in inflation
Inflation is trending above Reserve Bank expectations. Pendal’s head of government bond strategies TIM HEXT explains what it means for investors THE ABS today released its first complete monthly view…