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The Point
Quick, actionable insights for investors
Nov 27
Why is inflation spiking? | Insights into equities rotation | Rising interest in green bonds | Where to for rates?
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Pendal: The sectors shaping the 2026 investment landscape
As 2025 wraps up, Pendal portfolio managers outline the trends set to shape 2026 – including AI, resources and a wave of corporate deals. Here’s what to watch as the new year dawns.
Brenton Saunders: Why the lithium tide is set to turn in 2026
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Emerging Markets: How to play China’s move to a current-account surplus
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Emerging Markets: How to play China’s move to a current-account surplus
US dollar weakness and domestic demand may drive an uptick in emerging markets. Pendal’s Emerging Markets Equities senior fund manager Paul Wimborne dispels some of the myths and highlights the opportunities.
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- 2026 may see continuing weakness in the US dollar
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- Tailwinds favour countries like Brazil, Mexico and South Africa
Tim Hext: Why 2026 could favour bond investors
Play podcastTim Hext: Why 2026 could favour bond investors
As tariff news has died down, markets have come flying back in the last few months.
“But we do have a world now where the US tariff rate on average is around 18%,” observes Pendal’s head of government bond strategies, Tim Hext.
“That is not a world we have seen for almost 100 years, not since World War II.”
But it’s an environment made for active investors, says Tim in this new short podcast.
It can take years to understand the full impact of trade tariffs, yet markets tend to be very short-term focused, he says.
“That does present a lot of opportunities for an active manager,” says Tim.
“It gives does give us plenty of good opportunities to add value in active portfolios, and that’s what we’re doing at the moment.”
Latest updates from our fund managers
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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Jim Taylor: What’s driving the ASX this week?
Two scenarios are emerging in the US – but a lack of data is clouding visibility on which might dominate.
“On one hand, we’re seeing strong spending, decent corporate cap-ex and resilient employment support solid corporate earnings and underpin full equity-market valuations,” says Pendal equities PM Jim Taylor.
“On the other, we’re seen slowing labour demand, flat real labour income and a lagged inflation pulse heightening recession fears.”
The US government shut-down – now entering its third week – is restricting the publishing of economic data.
We will finally get to see September US inflation data this Friday evening (it was originally scheduled for October 15), before the Fed’s next rate-setting meeting on October 29.
Minutes from the Fed’s last meeting show a majority view towards “easing policy further over the remainder of the year”.
But some board members noted relatively easy financial conditions warranted “a cautious approach in the consideration of future policy changes”.
China’s showing weak growth, but strong market returns. Here’s why
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China’s showing weak growth, but strong market returns. Here’s why
What do weak growth and strong market returns in China mean for investors? Here’s an explanation from Pendal’s Global Emerging Markets Opportunities team
- Tech and dollar diversification drive China interest
- Weak economic indicators contrast with strong equity returns
Crispin Murray: What’s driving the ASX this week
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Crispin Murray: What’s driving the ASX this week
Here are the main factors driving the ASX this week, according to Pendal’s head of equities Crispin Murray.
Tim Hext: Is Inflation creeping higher? Are rate cuts over?
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Tim Hext: Is Inflation creeping higher? Are rate cuts over?
THE narrative driving the Reserve Bank and markets this year is that well behaved inflation allows cash rates to slowly move back to neutral.
The exact timing and speed, and indeed where neutral is, would be set against the backdrop of the other key RBA objective – employment.
The RBA recently updated its year-end inflation forecasts to 3% headline and 2.6% underlying (or “trimmed mean”).
So you might expect today’s monthly CPI numbers – 3% headline and 2.6% underlying –to be greeted with a shoulder shrug.
The numbers are volatile but all seems on track.
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