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…

Amy Xie Patrick: Turbulent conditions require a decisive, active approach to fixed income

Fixed-income investors looking for lower yields – and therefore higher prices on their bond investments – may be disappointed with the recent cycle. But investors need not be concerned, since conditions still favour a rate-cutting environment, says Amy Xie Patrick, who leads Pendal’s fixed-income …

Tim Hext: Hold course in the face of Trump's whiplash tariffs

Investors could not be blamed for feeling a bit queasy at Donald Trump’s whiplash approach to tariffs. What does it mean for inflation and markets? “The tariff threat does add to this argument that inflation isn't about to come down anytime soon,” says Pendal’s head of bond strategies Tim Hext. …

Rates, Trump, China: Pendal's Amy Xie Patrick on what to expect in 2025

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 income strategies AMY XI PATRICK explains in this review of 2024 and outlook for 2025. This is our final podcast for 2024. We wish our liste…

How to replace hybrids as they disappear from income portfolios

For years, Australian investors flocked to bank hybrid securities as a cornerstone of income-generating portfolios. Hybrids — debt instruments issued by banks that can convert to equity in times of trouble — have been popular with everyday investors due to their accessibility. But investors will …

No rate cut before February, but value in bonds now

This week’s Aussie inflation data was a mixed bag. While the headline number dropped into the RBA’s target range at 2.8%, the trimmed measure remained above target at 3.5%. It will take a few more quarters until the more important trimmed measure heads down towards 3%, says Pendal’s head of govern…

What volatile markets mean for fixed income, and what’s likely to happen next

Pendal’s head of income strategies AMY XIE PATRICK explains the latest market volatility, rates outlook and why she believes investors should be thinking about their defensive allocation. --//-- Find out more about Pendal's fixed income strategies at pend.al/fixedinterest Pendal is a global asse…