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The Point
Quick, actionable insights for investors
Mar 12
How AI concerns are impacting India | What GDP is saying about inflation and rates | How bonds can drive gender equality
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Latest updates from our fund managers
Income and Fixed Interest
Tim Hext: What GDP is really saying about inflation and rates
March 4, 2026
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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
Oct 31
Don’t worry about bank hybrids | What the latest inflation numbers mean | Why our team likes China and Brazil | Engagement key to ESG investing
Amy Xie Patrick: Finding income in a post-hybrid market
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
Emerging markets: Brazil and China buoyed by monetary surprises
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Emerging markets: Brazil and China buoyed by monetary surprises
September and October are often monumental months in global markets and economics.
Think of the Asian economic crisis in late 1997 and the GFC in 2008.
This year’s start to Spring may not be quite as pivotal, but we’ve nevertheless seen unexpected and drastic changes in Brazil and China, our emerging markets team notes.
In a new article, the EM team outlines good numbers in Brazil’s manufacturing industry, retail sector and equity markets.
While inflation pressure has led to a local rate hike, expectations for lower US rate cuts has eased pressure on EM economies and their currencies.
“Together, these developments have further enhanced our enthusiasm for Brazilian equities,” the team says.
Meanwhile, the team remains confident in its overweight China position as policy changes start to move at a fast clip.
“We consider China’s low inflation, large trade and current account surpluses, earnings growth in parts of the equity market, and attractive equity valuations as reasons to maintain holdings in Chinese equities.”
Read more here
What’s driving ASX stocks this week?
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What’s driving ASX stocks this week?
Here are the main factors driving the ASX this week, according to Pendal portfolio manager PETE DAVIDSON. Reported by investment specialist Chris Adams.
Oct 17
A green bond that could fund a national park | Market reaction to US election polls | Go for balance in uncertain times | Debunking a sustainable investing myth
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