Tim Hext: Rates are important – but not as much as the Budget
Monetary policy gets the headlines — but investors would be wise to pay more attention to fiscal policy, argues Pendal’s TIM HEXT Budget decisions dwarf rate changes Fiscal policy to…
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 the value rotation still has years to play out
A rotation from growth to value will take years to play out for a generation of investors that has only known low interest rates, says senior fund manager CLIVE BEAGLES…
Ashley Pittard: Why US is set to enjoy a decade of growth
A US recession is highly likely, but it will be shallow and provide compelling valuations for global equities investors, says Pendal’s ASHLEY PITTARD Capex to underpin US growth CHIPS and Science…
Steve Campbell: RBA likely to wait for April data before a move in May
The RBA is getting close to pausing, but another rate rise is probable in May, says Pendal’s head of cash strategies STEVE CAMPBELL THE Reserve Bank lifted the cash rate…
Fixed interest: Check your ‘duration’ settings before inflation turns
Fixed interest investors should get their portfolio settings right now, before US inflation tops out and starts falling in the second half, says Pendal’s TIM HEXT Markets set to trade…
Superannuation: Should we be concerned about government intervention?
Should Australians be alarmed about Labor’s plans for Super? Pendal’s RICHARD BRANDWEINER believes not AN essay by Jim Chalmers backing a “values-based approach” to capitalism last month triggered a flurry…
Investors need two things right now: patience and protection
As markets absorb the impact of central bank tightening, it’s important to maintain a high-quality, balanced portfolio, says Pendal’s ANNA HONG INVESTORS need two things in 2023 – protection and…
Impact Investing: where to look for innovative companies now
US tech stocks remain overvalued Opportunities in European markets Find out about Regnan Global Equity Impact Solutions Fund REGNAN portfolio manager Tim Crockford spends most of his time searching for smaller…
Aussie equities: What we learned in ASX reporting season
Corporate Australia is looking robust as macro forces work their way through, says Pendal’s OLIVER RENTON Earnings season surprisingly conventional Five big themes in reporting season Find out about Pendal Focus…
Caution warranted after strong market rally
The market’s turnaround from last year’s pessimism is a short-term reaction to a “perfect storm” of positive events – and investors should take a cautious approach, says Pendal’s ALAN POLLEY…