Tim Hext: Are inflation expectations too low or rate-rise expectations too high?
AT THE END of September we were trying to understand market pricing versus what the Reserve Bank was saying. Governor Lowe had been at pains to say the RBA would…
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
Why APRA wants you to stop this obsession with property
As Australia embarks on take two of the post-covid re-opening sequence, focus is turning to reducing risk in our overheated housing market. ANNA HONG explains IN A MOVE that surprised…
Tim Hext: Higher inflation isn’t guaranteed, but insurance remains cheap
COST OF LIVING pressures are creeping in, with more to come. I’ve lost track of how many politicians have promised to “ease the squeeze”, but with an election early next…
Michael Blayney: How to manage portfolios through volatility
Volatility in global markets is set to continue, but it can work in your favour. Here are a few tips from Pendal’s Michael Blayney Inflation rising, equity and fixed income…
Tim Hext: No taper tantrum, just gravity
Ongoing supply constraints will likely see 2.5% inflation in Australia next year. That may mean the start of a modest rate hiking cycle in 2023, says Pendal’s Tim Hext INVESTORS…
Crispin Murray: What’s driving ASX stocks this week
Here are the main factors driving Australian equities this week according to our head of equities Crispin Murray. Reported by quantitative analyst Lee Ma GLOBAL markets rebound marginally last week. The…
Tim Hext: Banning unvaccinated workers could impact our economy
As Melbourne construction workers protest mandatory vaccinations, investors may want to consider how a ban on unvaccinated workers could impact the economy, says Pendal’s Tim Hext THIS WEEK has been relatively…
How to tackle the inflation debate from a portfolio construction point of view
Debate about inflation as transitory or structural misses the point. It’s about building a portfolio that’s robust to a range of outcomes, says Pendal’s Michael Blayney. Portfolio construction must allow…
Tim Hext: What to expect as the RBA takes its foot off the accelerator
The Reserve Bank is easing off the accelerator instead of tapping the brakes. Pendal’s Tim Hext explains what investors can expect next THE RBA this week enacted what they would…
Industrial property in demand as e-commerce booms
Demand for industrial office space is strong at the moment, but keep an eye on office property too, say Pendal property investment managers Pete Davidson and Julia Forrest Industrial real…