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The Point
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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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March 18, 2026
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Private debt vs. public bonds: why it’s time to re-examine the traditional role of fixed income
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Private debt vs. public bonds: why it’s time to re-examine the traditional role of fixed income
Private credit has its place in portfolios.
So do bonds.
As rates normalise, investors would do well to remember those roles are different, writes Pendal head of income strategies Amy Xie Patrick.
AMY XIE PATRICK: How to manage fixed income portfolios in this environment
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AMY XIE PATRICK: How to manage fixed income portfolios in this environment
This week Pendal’s head of income Amy Xie Patrick sat down with head of client solutions Dale Pereira to answer some common investor questions.
A common query is: when rates are higher, why not leave my money in a term deposit?
“For some investors, term-deposit returns on cash are enough,” says Amy. “They’re more than happy to take those returns after years of really slim pickings in this area.
“But the biggest frustration for many investors who chose term deposits over fixed income last year was missing out on the upside. Both bonds and equities outperformed term deposits in 2023.
“This year, locking in 5% term deposits might sound nice at first.
“But you would also be locking up your capital for a year.
“It makes it harder to move your money around when things change, which means you can’t deploy it quickly or easily to buy the dip if we get a decent correction in markets.”
Mar 7
Lessons from the latest GDP data | How to invest in troubled times | AI opportunities outside the Magnificent Seven
Aussie equities: How Xero and NEXTDC are leveraging AI technology
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Aussie equities: How Xero and NEXTDC are leveraging AI technology
On a tour of the US late last year, Pendal equities analyst Elise McKay met with dozens of companies – and found generative AI was a topic in almost every meeting.
“There’s strong evidence that over the longer-term generative AI will have a big impact across the business landscape,” McKay said at the time.
Six months later, investors are still entranced by the US “Magnificent Seven” tech stocks.
But several ASX-listed companies are making solid progress in leveraging the technology, points out Elise. These include cloud-based finance software maker Xero and data centre manager NextDC – both held by Pendal.
In her latest update, Elise outlines XRO’s “Just Ask Xero” AI assistant and NXT’s Nvidia-based “AI factory” which is expected to launch in coming months.
Elise also addresses one of the big issues that continues to face the AI industry – access to power.
The industry is working on solutions including better computing efficiency, improved cooling technologies and alternative power sources.
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