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The latest US CPI data surprised to the upside. Pendal’s head of government bond strategies, TIM HEXT, explains what it means for investors THE inflation numbers were released this week…
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The Reserve Bank played a straight bat on rates, as expected. Here’s what it means for investors, according to our head of cash strategies STEVE CAMPBELL No change to the…
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The latest quarterly CPI data shows inflation is on the right path. But there’s still more work to do, writes Pendal’s head of government bond strategies, TIM HEXT Inflation on…
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Where are we on inflation at the start of 2024? And how is Pendal’s team positioned? Here’s a quick overview from our head of government bond strategies TIM HEXT WELCOME…
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What lessons can fixed-income investors take from 2023 into 2024? Pendal’s head of income strategies AMY XIE PATRICK summarises the outlook with fellow PMs TIM HEXT, GEORGE BISHAY and STEVE…
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While investors expect rate cuts offshore next year, Pendal’s head of cash strategies Steve Campbell sees our cash rate unchanged in 2024. Why bonds, why now? Hear more from our…
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Have investors missed the boat on bonds after they touched 5 per cent in October? No, says Pendal’s head of bond strategies Tim Hext. In this latest fast podcast he…
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Markets are pricing in a soft landing, but in a new Bloomberg webinar, Pendal’s head of income strategies AMY XIE PATRICK argues a US recession is not off the table…
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Higher interest rates will eventually work, but they’re not working just now, argues Pendal’s OLIVER GE. That could mean bonds become even better value next year Inelastic demand and supply…
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Here are the latest insights on the fixed interest landscape from Pendal’s head of government bond strategies TIM HEXT Why bonds, why now? Pendal’s income and fixed interest experts explain…