TIM HEXT: Goods prices are peaking but services have a way to go
The RBA’s path back to neutral cash rates this year is on track. The bigger story for long bonds is the US path to potential recession, writes our head of…
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Mainstream Online Web Portal
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News
What today’s inflation data means for interest rates
The latest CPI data doesn’t warrant anything more aggressive than the RBA’s recent 50 basis point moves, says Pendal’s head of cash strategies STEVE CAMPBELL INFLATION data for the second…
Crispin Murray’s weekly ASX outlook
Here are the main factors driving the ASX this week according to our head of equities Crispin Murray. Reported by portfolio specialist Chris Adams. Find out about Crispin’s Pendal Focus Australian…
Tim Hext: RBA heads back to neutral. But where is neutral?
The Reserve Bank considers a neutral rate around 2.5% and a bit. But how much is the bit? TIM HEXT has some answers IT’S BEEN clear for a number of…
Anna Hong: What we learned from the latest RBA minutes
What is the neutral cash rate in Australia? The debate rages on. Pendal assistant portfolio manager ANNA HONG explains Today’s RBA minutes provide insights into the central bank’s decision making…
Weekly Aussie equities outlook
Here are the main factors driving the ASX this week according to Pendal investment analyst ANTHONY MORAN Find out about Pendal Focus Australian Share FundFind out about Pendal Horizon Sustainable Australian…
Weekly Aussie equities outlook
Here are the main factors driving the ASX this week according to Pendal investment analyst ELISE MCKAY Find out about Pendal Focus Australian Share FundFind out about Pendal Horizon Sustainable Australian…
Anna Hong: What today’s RBA rate hike means for investors
What does the RBA’s latest interest rate hike mean for investors? Pendal assistant portfolio manager ANNA HONG explains TODAY’S RBA rate hike of 50 basis points is no surprise –…
What’s driving Aussie equities this week
Here are the main factors driving the ASX this week according to Pendal investment analyst Sondal Bensan Find out about Pendal Focus Australian Share FundFind out about Pendal Horizon Sustainable Australian…
TIM HEXT: What investors should know about the outlook for State debt
State government debt is becoming increasingly higher in yield against Commonwealth debt. Pendal’s Tim HEXT explains what that means for investors AUSTRALIA is slowly re-emerging as a federation of states after…