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Nov 27
Why is inflation spiking? | Insights into equities rotation | Rising interest in green bonds | Where to for rates?
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December 10, 2025
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Murray Ackman: How a desire for change is driving interest in green bonds
November 26, 2025
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Emerging markets: Look past commodity exports to countries with strong domestic demand
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What’s driving Aussie equities this week
This week, Donald Trump began to make good on promises of aggressive pro-US policy, announcing plans for tariffs on Canadian, Mexican and Chinese imports.
How concerned should investors be about the inflationary effect of US tariffs?
Trump’s new US commerce secretary Howard Lutnick acknowledges that tariffs would raise prices, at least temporarily.
The inflationary effects of tariffs (and a sweeping immigration crackdown) were a “concern” for businesses, added Richmond Fed president Tom Barkin.
But Pendal’s Julia Forrest notes that tariffs generally apply to “lower-frequency consumer durables”.
Consumers tend to be less aware of price rises in those product categories compared to the hyper-awareness of supermarket or petrol price rises, Julia says.
“As such, tariffs may end up raising inflation with less impact on the politically important perception of inflation.”
Still, markets continue to pare back expectations of US rate cuts partly because of continuing strength in the US economy.
Julia explains in Pendal’s latest Aussie equities note
Amy Xie Patrick: What’s next for bonds under a Trump administration
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Amy Xie Patrick: What’s next for bonds under a Trump administration
In the final weeks leading up to the US election, political pollsters said it would be a close call.
Bond markets, on the other hand, traded like a Trump victory was in the bag.
While the market continues to show little love for bonds in the aftermath of the “Red Sweep”, this article looks at whether the bond short remains the correct “Trump trade”.
Read more
Nov 14
The market only has eyes for Trump | How the gender pay gap affects investors | China’s property sector improves | How sustainable leaders are innovating with AI
Emerging markets: China’s property industry is responding to stimulus
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Emerging markets: China’s property industry is responding to stimulus
In September, Chinese policy makers announced stimulus measures that brought about the prospect of change for its beleaguered property industry.
Now, early data is beginning to suggest cautious optimism is warranted for a turning point, says our emerging markets team.
Closing gender pay gaps is good for the economy – and investors
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Closing gender pay gaps is good for the economy – and investors
Closing gender pay gaps could significantly boost Australia’s economy, potentially increasing GDP by 6.2 per cent and creating more than 400,000 new jobs every year.
And for investors, there is substantial evidence that companies with better gender equity tend to perform better financially, says Pendal PM and analyst Elise McKay.
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