Anna Hong: The last mile for Australian disinflation
Pendal assistant portfolio manager ANNA HONG unpacks the latest monthly CPI data and highlights some of the key takeaways for investors AUSTRALIAN monthly CPI of 3.4% year-on-year (YoY) came in a…
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Pendal assistant portfolio manager ANNA HONG unpacks the latest monthly CPI data and highlights some of the key takeaways for investors AUSTRALIAN monthly CPI of 3.4% year-on-year (YoY) came in a…
Private credit has its place in portfolios. So do bonds. As rates normalise, investors would do well to remember those roles are different, writes Pendal head of income strategies Amy…
Here are the main factors driving the ASX this week, according to Pendal investment analyst JACK GABB. Reported by portfolio specialist Chris Adams THE first central bank domino fell last week….
As investors prepare for lower rates, our head of income strategies AMY XIE PATRICK sat down with portfolio specialist DALE PEREIRA to answer some common client questions DALE PEREIRA (Pendal’s…
What does the latest commentary from the RBA signal for markets? Pendal’s head of cash strategies STEVE CAMPBELL explains IT WAS no surprise that the Reserve Bank of Australia left the…
Here are the main factors driving the ASX this week, according to Pendal’s head of equities CRISPIN MURRAY. Reported by investment specialist Chris Adams INFLATION concerns prompted consolidation in most equity…
Here are the main factors driving the ASX this week, according to portfolio manager OLIVER RENTON. Reported by portfolio specialist Chris Adams IT was a light week in terms of macro…
The December-quarter GDP numbers just stopped short of the “no-growth” scenario we were slowly sliding towards last year. Pendal’s head of government bond strategies TIM HEXT explains what it means…
What are the main factors now affecting fixed income investors? Pendal’s head of income strategies AMY XIE PATRICK explains how her view has evolved in recent months Will US 10-year…
Here are the main factors driving the ASX this week according to portfolio manager JIM TAYLOR. Reported by portfolio specialist Chris Adams LAST week saw the release of highly anticipated January…