Goldilocks beware: US inflation data puts markets on notice
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…
Close
Leave Feedback
Welcome to the new btim.com.auTake a two minute tour to see what we've changed
Hi there! Welcome to the new look Pendal website... Take a two minute tour to see what we’ve changed.
Mainstream Online Web Portal
LoginInvestors can view their accounts online via a secure web portal. After registering, you can access your account balances, periodical statements, tax statements, transaction histories and distribution statements / details.
Advisers will also have access to view their clients’ accounts online via the secure web portal.
News
Steve Campbell: A straight bat from the RBA
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…
Tim Hext: Inflation is on the right path, but we’re not there yet
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…
Tim Hext: 2024 inflation outlook is positive for bond investors
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…
Fixed income: Pendal’s 2024 outlook for bonds, credit and cash
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…
Steve Campbell: No rate cuts – or rises – in 2024?
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…
Tim Hext: Why bonds still look better than term deposits
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…
Pendal’s head of income reveals a high-conviction call and a non-consensus view for 2024
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…
Could higher rates work against lower inflation? And what would that mean for bonds?
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…
Income and fixed interest wrap: latest outlook for inflation, rates and bonds
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…