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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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Latest updates from our fund managers
Australian Equities
Crispin Murray: Mispricing is opening up opportunities on the ASX
March 18, 2026
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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.
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Feb 15
How to conquer the interest rate peak | Goldilocks beware on inflation data | What to watch in a turning-point year | What’s driving the market this week
On-demand webinar: How to conquer the interest rate peak
A cut in the official cash rate by the Reserve Bank is likely around September this year, according to Commonwealth Bank’s Stephen Halmarick and Pendal’s Tim Hext.
Halmarick and Hext sat down together in a new on-demand webinar to discuss the implications of the February RBA rates decision.
Inflation is set to continue falling as the economy slows, thanks to a weak household sector, while the unemployment rate will rise, Stephen believes.
With a soft landing the most likely outcome, the current bond rally should be sustained, Pendal’s Tim Hext argues.
“Bonds still represent some value though they’re not as cheap as a year ago,” Tim says.
“You should have more duration than normal in bonds. You should be comfortable about owning credit, and it’s not a bad environment for equities.”
Click through to watch – CPD points apply.
Goldilocks beware: US inflation data puts markets on notice
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Goldilocks beware: US inflation data puts markets on notice
This week US inflation surprised to the upside.
It was only a small miss, notes Pendal’s head of government bond strategies, Tim Hext.
“But it came against the narrative of falling inflation. Fed cuts are being pushed out and bond yields are drifting higher.”
For now, the markets will grant inflation a bit of leeway, says Tim. “Long-term inflation expectations only moved a little higher.
“But if this becomes a trend in the months ahead risk markets will start to take notice, since rates will stay higher for longer and the chance of a recession will increase.
“Goldilocks beware.”
Pendal’s view is that the overall trend to lower inflation is still intact, says Tim.
“But after last year’s sugar hit from lower oil prices and improved supply chains we’re entering a period of more balanced risk.
“I expect the fallout from this week’s numbers to persist very near term, as momentum funds lean against a vulnerable market.
“This will open up opportunities to once again build exposure into long-duration positions.”
Feb 8
RBA interest rate outlook | An alternative to bank hybrids | Is DEI good for investors? | Why it’s time to focus on value
Feb 1
Why now’s the time to rebalance portfolios | How the latest CPI data and Stage 3 tax tweaks will affect investors | The elections EM investors need to watch
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