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While there’s hope for Australia’s GDP, we may be ‘running to stand still’ unless productivity starts improving, warns Pendal’s head of government bonds TIM HEXT IT’S been five years this week since the Covid…
While policy remains in restrictive territory for the RBA, today’s rate cut is unlikely to be a one-and-done affair. Pendal’s Head of Cash Strategies STEVE CAMPBELL explains AT its meeting this…
A gradual rate cut path over 2025 should support economic growth, meaning investors should think carefully about fixed-income positioning. Pendal’s TIM HEXT and ANZ’s ADAM BOYTON explain in a new…
How should investors interpret Donald Trump’s whipsaw approach to tariffs? What does it all mean for inflation and markets? Pendal’s head of bonds TIM HEXT explains in our latest fast…
The door is wide open for modest rate cuts as inflation settles back to around 3 per cent, argues Pendal’s head of government bonds, TIM HEXT AUSTRALIA’S latest quarterly inflation figures offer good news…
Pendal equities analyst RACHEL FOLDER recently joined Livewire Markets to discuss her picks and predictions for the year ahead SMALL-CAPS analyst Rachel Folder recently joined other Aussie fund managers for…
Trump is off to a flying start with a flurry of executive orders – and there’s more to come on tariffs and taxes. Yet markets seem complacent about the future, writes TIM HEXT …
Pendal’s head of income strategies explains how her team found the sweet spot for through-the-cycle success across our fixed income funds CREDIT is the main income engine for most income…
To cut or not to cut? Pendal’s head of government bond strategies, TIM HEXT, explains what information the RBA needs to make a decision WE are just over a month away from the…
One of the surprises of 2024 was the absence of rate cuts in Australia. What happened and how long will the Reserve Bank sit on its hands? Pendal’s head of…
