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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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An Aussie green bond that could fund a new national park while generating returns
Sustainable investors looking to fund nature repair often lack high-quality opportunities.
But a proposal to restore national parks in Victoria could be just the thing, says Regnan ESG and impact analyst Murray Ackman.
A proposed green bond offers the opportunity to unlock hundreds of millions in private capital to support the expansion of national parks in Victoria’s central highlands, including a “Great Forest National Park”.
The park is under consideration by the Victorian government as a possible use for public land previously allocated to timber harvesting in Gippsland and North-East Victoria.
No decision has yet been made. But advocates say the national park would attract 379,000 extra visitors and more than $40 million to the local economy every year.
A $224 million state government green bond is proposed to fund the forest’s restoration using private capital.
“From an investor perspective, everyone’s talking about nature repair and biodiversity but there are few investable opportunities,” says Murray.
“It’s exciting that world experts and academic leaders have come together to propose a viable, reliable way to invest in nature repair.”
Investor returns should be attractive, says Murray.
“We have noticed quality green, social and sustainability bonds have heightened demand in the secondary market and tend to outperform.”
Crispin Murray: What’s driving the market this week?
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Crispin Murray: What’s driving the market this week?
With barely three weeks to go, Donald Trump has gained momentum in average betting odds, moving to a 56% chance of a win versus 43% for Kamala Harris.
It’s his biggest lead since Harris entered the race. How are investors reacting?
“Market volatility has picked up, but the forward curve has this falling back post-election,” note Pendal’s head of equities Crispin Murray.
“To date, this has not impacted equities and is supported by credit spreads staying low.
“The most likely election outcome is a Democrat or Republican presidential win without sweeping both the House and Congress – and hence being constrained in what they can achieve.
“The main difference in market impact relates to bonds, with Trump’s threat of higher tariffs and less immigration potentially leading to higher inflation in late 2025, and therefore to higher yields.
“This may have limited impact on equities as it could be seen to come with higher growth.”
Crispin explains more in his latest weekly note
Elise McKay: What’s driving equities this week?
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Elise McKay: What’s driving equities this week?
Here are the main factors driving the ASX this week, according to Aussie equities analyst and portfolio manager ELISE MCKAY and reported by investment specialist JONATHAN CHOONG.
Read Pendal’s latest weekly equities overview.
Income & Fixed Interest: Pendal’s quarterly insights on the themes driving Aussie markets
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Income & Fixed Interest: Pendal’s quarterly insights on the themes driving Aussie markets
In their latest quarterly report, the team discusses some of the biggest trends affecting Australian fixed income investors right now – click through.
Tim Hext: Inflation is easing, but the RBA isn’t celebrating yet
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Tim Hext: Inflation is easing, but the RBA isn’t celebrating yet
The latest GDP data shows a weak Australian economy, but the numbers should pick up from here, says Pendal’s head of government bonds, Tim Hext. Here are five takeaways.
1. Government spending remains strong despite government investment tapering off. “This remains a central factor behind strong employment and inflation – and the animated debate between Treasurer Chalmers and RBA Governor Bullock,” says Tim.
2. Households are going backwards again. “Tax cuts and subsidies could bring the consumer back in Q3, but early data from July suggests it may be a slow burn.”
3. Households are barely saving anything. This likely indicates incomes not keeping up with prices rather than exuberant consumer spending, says Tim.
4. Australia’s commodity boom is waning (a negative for GDP) but remains historically strong
5. GDP should pick up from here. The RBA is forecasting 1.7% GDP this year and 2.6% in 2024-25. Since the first two quarters are up 0.4%, the RBA is expecting 0.6% to 0.7% quarterly rises over the next year.
“That may seem a bit optimistic, but the possibility of rate cuts and falling inflation could well see a decent rebound in the economy.”
Read Pendal’s latest fixed-income report
Sep 19
What US rate cuts mean for investors | Lessons from ASX reporting season | Where to find opportunities in Asia
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