Close
Leave Feedback
Welcome to the new btim.com.auTake a two minute tour to see what we've changed
Hi there! Welcome to the new look Pendal website... Take a two minute tour to see what we’ve changed.
Mainstream Online Web Portal
LoginInvestors can view their accounts online via a secure web portal. After registering, you can access your account balances, periodical statements, tax statements, transaction histories and distribution statements / details.
Advisers will also have access to view their clients’ accounts online via the secure web portal.
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?
Loading posts...
Latest updates from our fund managers
Australian Equities
Pendal: The sectors shaping the 2026 investment landscape
December 10, 2025
See all
Income and Fixed Interest
Murray Ackman: How a desire for change is driving interest in green bonds
November 26, 2025
See all
Emerging Markets
Emerging markets: Look past commodity exports to countries with strong domestic demand
July 26, 2023
See allSubscribe to The Point
Get regular insights on investing, market analysis and portfolio management from the experts at Perpetual Group.
Follow
The Point
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
Pendal’s Rachel Folder on the 2025 outlook for Aussie equities
Pendal investment analyst RACHEL FOLDER joins Livewire Markets to reveal her picks and predictions for the year ahead
Amy Xie Patrick: Finding the ‘sweet spot’ for fixed income funds
Quick view
Amy Xie Patrick: Finding the ‘sweet spot’ for fixed income funds
Many fixed-income investors will soon be looking for new opportunities as prudential regulator APRA starts to phase out bank hybrids from 2027.
Bank hybrids have been a popular cornerstone of income-generating portfolios. But did they truly live up to their promise – and is there a better strategy?
Pendal’s head of income strategies Amy Xi Patrick answers both questions in a new article.
Amy argues bank hybrids are ill-suited to serving a defensive role; not as easily bought and sold as investors might believe; and may not meet their “higher income potential”.
Investors can find better alternatives, she believes
“We start by mapping investment objectives to assets that have a proven track record of delivering against those objectives.
That means we don’t have to accept market narratives about hybrids (or any other asset types) that have not been entirely accurate.”
In this article, Amy describes a portfolio construction method she believes is better suited to producing a regular, stable and repeatable income stream and capital growth to help offset the effects of inflation.
Read the article
Loading posts...
Subscribe to The Point
Get regular insights on investing, market analysis and portfolio management from the experts at Perpetual Group.