Tim Hext: Rates are important – but not as much as the Budget
Monetary policy gets the headlines — but investors would be wise to pay more attention to fiscal policy, argues Pendal’s TIM HEXT Budget decisions dwarf rate changes Fiscal policy to…
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Mainstream Online Web Portal
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Why Credit Suisse is a wake-up call for Australian fixed income investors
There is anger among Credit Suisse bondholders who’ve been wiped out as part of the bank’s rescue plan. But there are also important lessons for Australian fixed income investors. Pendal’s…
Why the value rotation still has years to play out
A rotation from growth to value will take years to play out for a generation of investors that has only known low interest rates, says senior fund manager CLIVE BEAGLES…
Ashley Pittard: Why US is set to enjoy a decade of growth
A US recession is highly likely, but it will be shallow and provide compelling valuations for global equities investors, says Pendal’s ASHLEY PITTARD Capex to underpin US growth CHIPS and Science…
Steve Campbell: RBA likely to wait for April data before a move in May
The RBA is getting close to pausing, but another rate rise is probable in May, says Pendal’s head of cash strategies STEVE CAMPBELL THE Reserve Bank lifted the cash rate…
Crispin Murray: What’s driving Aussie equities this week
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 Pendal Focus Australian Share…
Fixed interest: Check your ‘duration’ settings before inflation turns
Fixed interest investors should get their portfolio settings right now, before US inflation tops out and starts falling in the second half, says Pendal’s TIM HEXT Markets set to trade…
Superannuation: Should we be concerned about government intervention?
Should Australians be alarmed about Labor’s plans for Super? Pendal’s RICHARD BRANDWEINER believes not AN essay by Jim Chalmers backing a “values-based approach” to capitalism last month triggered a flurry…
Investors need two things right now: patience and protection
As markets absorb the impact of central bank tightening, it’s important to maintain a high-quality, balanced portfolio, says Pendal’s ANNA HONG INVESTORS need two things in 2023 – protection and…
Impact Investing: where to look for innovative companies now
US tech stocks remain overvalued Opportunities in European markets Find out about Regnan Global Equity Impact Solutions Fund REGNAN portfolio manager Tim Crockford spends most of his time searching for smaller…