Tim Hext: It’s all systems go for the RBA to cut
While it’s all systems go for a rate cut next week, caution will be the RBA’s message, writes Pendal’s head of government bond strategies TIM HEXT THE final pieces of…
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Mainstream Online Web Portal
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Amy Xie Patrick: China, the US, and the value of uncertainty
Policy effectiveness doesn’t always come wrapped in transparency or even democracy, observes Pendal’s head of income strategies AMY XIE PATRICK INVESTORS were witness to a tale of two central banks…
Rajinder Singh: What’s driving Aussie equities this week?
Here are the main factors driving the ASX this week, according to portfolio manager RAJINDER SINGH. Reported by portfolio specialist Chris Adams WHILE hard data continues pointing to a solid US…
Jim Taylor: What’s driving the ASX this week?
Here are the main factors driving Australian equities this week, according to portfolio manager JIM TAYLOR. Reported by head investment specialist Chris Adams POSITIVE developments on US-China trade and a decent…
Tim Hext: Inflation data shows Australia is in pretty good shape with reasons to be optimistic
Australia’s March-quarter inflation data signals good news for Australia’s economy in 2025, says Pendal’s head of government bonds TIM HEXT AFTER a chaotic April, it was great to focus on…
Pendal profile: Meet our head of cash strategies Steve Campbell
In this video profile Pendal’s head of cash strategies Steve Campbell explains how the team’s approach to managing cash puts us in a market sweet spot AS a “safe-haven” asset,…
Elise McKay: What’s driving equities this week?
Here are the main factors driving the ASX this week, according to analyst and portfolio manager ELISE McKAY. Reported by head investment specialist Chris Adams THE market has taken some comfort…
Tim Hext: Art of the deal or new world order?
So far US tariffs are a mixed bag for bonds. But understanding Trump could help investors navigate markets, writes Pendal’s head of government bonds, TIM HEXT PRESIDENT TRUMP’s “reciprocal” tariffs caught many…
When ‘liberation day’ became ‘liquidation day’: Crispin Murray on how to invest in a Trump world
Here, Pendal’s head of equities Crispin Murray dissects the key questions for investors and explains how to respond following the latest slew of US tariffs PRESIDENT Trump went hard on tariffs,…
Tim Hext: What Trump’s tariff formula means for markets
The US has announced a slew of tariffs based on a reciprocal tariff ‘formula’. Head of government bond strategies TIM HEXT breaks down the latest TODAY, President Trump announced a baseline 10% tariff…