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The Point
Quick, actionable insights for investors
Nov 27
Why is inflation spiking? | Insights into equities rotation | Rising interest in green bonds | Where to for rates?
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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 new year dawns.
Brenton Saunders: Why the lithium tide is set to turn in 2026
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Emerging Markets: How to play China’s move to a current-account surplus
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Emerging Markets: How to play China’s move to a current-account surplus
US dollar weakness and domestic demand may drive an uptick in emerging markets. Pendal’s Emerging Markets Equities senior fund manager Paul Wimborne dispels some of the myths and highlights the opportunities.
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- 2026 may see continuing weakness in the US dollar
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- Tailwinds favour countries like Brazil, Mexico and South Africa
Tim Hext: Why 2026 could favour bond investors
Play podcastTim Hext: Why 2026 could favour bond investors
As tariff news has died down, markets have come flying back in the last few months.
“But we do have a world now where the US tariff rate on average is around 18%,” observes Pendal’s head of government bond strategies, Tim Hext.
“That is not a world we have seen for almost 100 years, not since World War II.”
But it’s an environment made for active investors, says Tim in this new short podcast.
It can take years to understand the full impact of trade tariffs, yet markets tend to be very short-term focused, he says.
“That does present a lot of opportunities for an active manager,” says Tim.
“It gives does give us plenty of good opportunities to add value in active portfolios, and that’s what we’re doing at the moment.”
Latest updates from our fund managers
Emerging Markets
Emerging markets: Look past commodity exports to countries with strong domestic demand
July 26, 2023
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These podcasts are for general information purposes only, should not be considered as a comprehensive statement on any matter and should not be relied upon as such. They have been prepared without taking into account any recipient’s personal objectives, financial situation or needs. Because of this, recipients should, before acting on the information, consider its appropriateness having regard to their or their clients’ individual objectives, financial situation and needs. The information is not to be regarded as a securities recommendation.
The information in these podcasts may contain material provided by third parties, is given in good faith and has been derived from sources believed to be accurate as at its issue date. While such material is published with necessary permission, and while all reasonable care has been taken to ensure that the information in this presentation is complete and correct, to the maximum extent permitted by law neither Pendal nor any company in the Pendal group accepts any responsibility or liability for the accuracy or completeness of this information.
Any projections contained in these podcasts are predictive and should not be relied upon when making an investment decision or recommendation. Whilst we have used every effort to ensure that the assumptions on which the projections are based are reasonable, the projections may be based on incorrect assumptions or may not take into account known or unknown risks and uncertainties. The actual results may differ materially from these projections.
Performance figures are calculated in accordance with the Financial Services Council (FSC) standards. Performance data (post-fee) assumes reinvestment of distributions and is calculated using exit prices, net of management costs. Performance data (pre-fee) is calculated by adding back management costs to the post-fee performance. Past performance is not a reliable indicator of future performance.
For more information, please call Customer Relations on 1300 346 821 8.00am to 6:00pm (Sydney time) or visit our website www.pendalgroup.com
Tim Hext: Federal Budget – the three things that matter most to the bond market
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Tim Hext: Federal Budget – the three things that matter most to the bond market
Here are the key takeaways from the Federal Budget and February’s inflation data, according to head of government bond strategies TIM HEXT
Mar 20
Stocks that suit volatility | Emerging markets could enter a bull market | Investing in founder-led companies | Uncertainty creates opportunity for ASX investors
Aussie equities: Where to look for opportunity in volatile markets
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Aussie equities: Where to look for opportunity in volatile markets
Where to look for opportunity in volatile markets buffeted by Donald Trump’s trade wars, spending cuts, and geopolitical brinkmanship?
The trick is to identify companies that are strongly in control of their own destiny – and therefore less susceptible to market turmoil, says Pendal Aussie equities analyst Anthony Moran.
Beyond the chaos, opportunities abound in companies simply getting on with business – cutting costs, expanding margins and lifting market share, says Anthony.
“You want to lean into idiosyncratic upside – upside that won’t be derailed by macroeconomics or the business cycle,” he says.
In a new article Anthony gives examples of ASX-listed stocks led by management teams with the capability to control their own destiny.
For example, BlueScope Steel (ASX: BSL) is a beneficiary of US tariffs (it owns US-based steel-making facilities) and is undertaking cost savings.
Packaging giant Amcor (ASX: AMC) is also insulated from trade tariffs and focuses on low-volatility sectors. Pendal invests in both.
Tim Hext: In the midst of chaos, staying focused on Australian data is crucial
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Tim Hext: In the midst of chaos, staying focused on Australian data is crucial
In the midst of Trump-driven market turmoil, staying focused on Australian data remains crucial, says Pendal’s head of government bonds TIM HEXT
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