In a volatile market, Amy Xie Patrick explains why income portfolios need deliberate duration, quality credit and flexibility.

In this podcast, Amy Xie Patrick, head of income strategies at Pendal, shares her perspective on how duration can still play an important role when used deliberately, and how active investors can navigate uncertain rate settings. 

She also discusses tight credit spreads, the rise of hyperscaler bonds in Australia, and the importance of quality, liquidity and flexibility in defensive income portfolios.

Here is an excerpt from the video podcast:

“Just because inflation is high and yield volatility is high; it doesn't mean that you should completely say no to duration.

“Your duration allocation at any point in time should be very deliberate and considered and intentional.

“The job of active investors is to be able to make decisions when faced with uncertainty."

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This podcast has been prepared by Pendal Fund Services Limited (PFSL) ABN 13 161 249 332 AFSL 431426.

It is general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. You should consider whether the information is suitable for your circumstances and we recommend that you seek professional advice.

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