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Australia is in a surprisingly good position to weather the Trump administration’s trade policies, says Pendal’s head of government bonds TIM HEXT in this fast podcast You can also listen…
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In this video profile, Pendal’s head of government bond strategies TIM HEXT explains why the case for bonds – and active management – has never been stronger An excerpt from…
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In this video profile, Pendal PM George Bishay explains the advantages of our Income and Fixed Interest team’s process WHILE fixed income forms the defensive part of a diversified portfolio,…
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Australia’s March-quarter inflation data signals good news for Australia’s economy in 2025, says Pendal’s head of government bonds TIM HEXT AFTER a chaotic April, it was great to focus on…
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In this video profile Pendal’s head of cash strategies Steve Campbell explains how the team’s approach to managing cash puts us in a market sweet spot AS a “safe-haven” asset,…
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In this video, head of income strategies AMY XIE PATRICK outlines the decision-making and risk management frameworks driving Pendal’s investment process An excerpt from Amy’s interview Pendal’s head of income…
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So far US tariffs are a mixed bag for bonds. But understanding Trump could help investors navigate markets, writes Pendal’s head of government bonds, TIM HEXT PRESIDENT TRUMP’s “reciprocal” tariffs caught many…
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The US has announced a slew of tariffs based on a reciprocal tariff ‘formula’. Head of government bond strategies TIM HEXT breaks down the latest TODAY, President Trump announced a baseline 10% tariff…
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Here are the key takeaways from the Federal Budget and February’s inflation data, according to head of government bond strategies TIM HEXT INTERESTED readers may want to pore over the…
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As the Australian bond market tries to navigate Trump-driven market turmoil, Pendal’s TIM HEXT says it can help to stay focused on the hard data AUSTRALIAN equity markets have returned…