Vivek Prabhu: How to position credit portfolios in Middle East chaos

In this episode Vivek Prabhu, Perpetual’s head of credit and fixed income, explains how he navigates credit markets as geopolitical shocks jolt rates, growth expectations and liquidity. Prabhu says markets signalled “binary outcomes” ahead of the Middle East conflict and explains why he positioned…

Amy Xie Patrick: How inflation risks are reshaping bond markets

In this new podcast, Amy Xie Patrick, head of income strategies at Pendal, unpacks how geopolitical tensions, sticky inflation and higher oil prices are reshaping bond markets.  She explains why inflation expectations — rather than growth fears — are driving yields higher, and why investors need t…

Tim Hext: What the Iran war means for fixed-income investors

Heightened geopolitical risks and rising oil prices have re-ignited inflation concerns, creating uncertainty for central banks and markets. Pendal head of government bond strategies Tim Hext explains why second round inflation effects matter more than petrol prices themselves, and why the RBA face…

Social bonds: How to make an impact – not just a return

More and more social bonds are issued in Australia each year, yet demand is still surpassing availability. Social bonds are fixed-income securities with proceeds allocated to defined social outcomes such as social and affordable housing, specialist disability accommodation and education access. I…

Amy Xie Patrick: How tariffs, tech and rates are shaping 2026

As 2026 gears up, the economic outlook in Australia, the US and around the globe is far from clear. There is talk of K-shaped economies, interest rates rising in some economies and falling in others, and the ever-present geopolitical challenges. In this podcast, Amy Xie Patrick, head of income st…

Tim Hext: Why 2026 could favour bond investors

With rate cuts looking like they are coming to the end of the cycle, Pendal's head of government bond strategies Tim Hext provides his insights on the outlook for 2026. "It is an unclear picture, but definitely the global rate cutting cycle - which was a feature of late 2024 and most of this year …

Elise McKay: What’s driving rotation in equities right now

What’s driving the rotation in equities around the globe at the moment? Pendal portfolio manager Elise McKay points to the evolving flow of money. “The rise of passive, the rise of systematic trading have contributed to an increase of volatility in our market," Elise explains in our latest podcast…

Tim Hext: Tariff uncertainty means opportunity for active investors

As tariff news has died down, markets have come flying back in the last few months. “But we do have a world now where the US tariff rate on average is around 18%,” observes Pendal’s head of government bonds Tim Hext. “That is not a world we have seen for almost 100 years, not since World War II."…

Amy Xie Patrick: An investor's guide to the outlook for US and China

After two days of talks in London, China and the US last week agreed in principle to de-escalate trade tensions. How that plays out is unclear. But in this new podcast, Pendal’s head of income strategies Amy Xie Patrick explains the outlook for the world's two biggest economies and what it means …

Tim Hext: Australia’s in a good position to weather the global storm

Australia is in a surprisingly good position to weather the Trump administration’s trade policies, says Pendal’s head of government bonds TIM HEXT in this fast podcast “We have reasons to be optimistic down here, albeit it's not going to be quite as good as it could have been," says Tim. “We're g…