Tim Hext: A glimpse of what could have been
The national accounts show potential for a solid 2022 when economies reopen and we learn to live with Covid, writes Tim Hext in his weekly bond, income and defensive strategies…
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Mainstream Online Web Portal
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Tim Hext: Ready for a spring like no other as darker days fade
We’re getting ready to live with Covid — and we’re getting ready to spend again, writes Tim Hext in his weekly bond, income and defensive strategies outlook THIS WEEK New…
Inflation’s return no cause for alarm: Tim Hext
Inflation will rise over the next five years as Australia transitions out of COVID, but investors shouldn’t be alarmed by the prospect of rising prices. Pendal’s Tim Hext explains why Inflation to return to RBA target over…
Tim Hext’s weekly bond, income and defensive strategies note
NAB this week broke the Big Four banks bond drought. Tim Hext explains what it means for investors WE WROTE last week about Covid and vaccination rates leading to a…
Green and social bonds popular as more advisers offer sustainable options
Half of all Australian advisers are expected to offer sustainable investing products by next year as interest in green and social bonds grows. Pendal’s Murray Ackman explains why 50% of…
Tim Hext: Are we becoming the Un-United States of Australia?
As State-based Covid strategies diverge we’re looking less and less like a federation. What does this mean for investors? Tim Hext explains in his weekly bond, income and defensive strategies…
Tim Hext: Take note of these two graphs in the RBA’s monetary statement
Here’s our weekly Bond, Income and Defensive Strategies note from Pendal portfolio manager Tim Hext. THE latest RBA statement on monetary policy is a great read, not just for thoughts…
Tim Hext: Inflation strengthens but government subsidies keep it in check
Here’s our weekly Bond, Income and Defensive Strategies wrap from Pendal portfolio manager Tim Hext. THE June Quarter CPI numbers were strong but largely as expected. Headline CPI was 0.8%…
Managing risk is key in credit markets. These are the factors to watch
Actively managing credit macro risks is critical Inflation and vaccine roll-out are focus areas Bulls outweigh the bears – but for how long? ONE OF THE greatest challenges running any…
Inflation and wages could return to the target range quicker than the RBA thinks
The biggest question in local and global financial markets is no longer about the COVID pandemic. It’s about inflation and whether it will stick around. The current bout of inflation…