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Could Russia’s invasion of Ukraine prompt Chinese action in Taiwan? That’s not likely in the medium term argues Pendal’s OLIVER GE ALARM bells are ringing in the East. As fighting…
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Bonds are going digital, but they’re not going away. Pendal’s head of government bond strategies TIM HEXT explains why AS A financial markets under-graduate 30 years ago I was sent…
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Expect to see a lot more mentions of stagflation this year. TIM HEXT explains what it means for investors WE’VE talked a lot recently about the easy days of central banking…
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Be wary about holding growth assets right now — and consider some rotation to bonds says Pendal’s OLIVER GE RUSSIA’S unprovoked invasion of Ukraine continues to attract sanctions aimed at…
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Amid all the disheartening news this week there was a bright spot in Australia’s GDP numbers. ANNA HONG explains in our weekly Income and Fixed Interest note IT HAS been…
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What economic conditions would make the RBA happy? Pendal’s head of government bond strategies TIM HEXT has some answers I SPOKE last week about central banks needing tighter conditions to…
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A weekly comment from Pendal’s head of government bond strategies, Tim Hext WHEN it comes to bonds, some things are easy to read. Strong data normally means inflation pressure which…
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Investors should be looking to upweight bonds in their portfolios on a medium-to-long term outlook, argues Pendal’s TIM HEXT in this fast podcast An excerpt from this podcast Bonds are…
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Wages are the next battleground for policy. Pendal’s TIM HEXT explains how it will play out and what it means for investors THE upcoming federal election will determine if it’s…
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The US Federal Reserve is expected to start raising rates next month. Pendal’s TIM HEXT explains how the rate hike cycle is likely to play out in Australia The March…