Bonds can be an appropriate investment in a hiking cycle – as long as you know what to look for, argues Pendal’s head of income strategies AMY XIE PATRICK

Excerpt:

"Even though central banks may need to keep on hiking, now their mantra is very well flagged to the market there is hope that bonds do better in the second half of this hiking cycle.

"It does mean you probably want to look at having bonds in your portfolio as a defensive pillar, more towards the longer end of curves.

"Because the shorter end is directly tied to where policy rates are going. And as we know, nobody has signaled that they're ready to peak and pivot more dovishly just yet."

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Find out more about Pendal's fixed income strategies at pend.al/fixedinterest

Pendal is an independent, global asset manager. Find out more at pendalgroup.com

Bonds can be an appropriate investment in a hiking cycle – as long as you know what to look for, argues Pendal’s head of income strategies AMY XIE PATRICK
Excerpt:
"Even though central banks may need to keep on hiking, now their mantra is very well flagged to the market there is hope that bonds do better in the second half of this hiking cycle.
"It does mean you probably want to look at having bonds in your portfolio as a defensive pillar, more towards the longer end of curves.
"Because the shorter end is directly tied to where policy rates are going. And as we know, nobody has signaled that they're ready to peak and pivot more dovishly just yet."
--//-- Find out more about Pendal's fixed income strategies at <a href="https://www.pendalgroup.com/products/asset-class/australian-fixed-interest-funds/">pend.al/fixedinterest</a>
Pendal is an independent, global asset manager. <a href="https://www.pendalgroup.com/">Find out more at pendalgroup.com</a>

Perpetual Group is an international asset manager including boutiques such as Perpetual, Pendal, Barrow Hanley, Regnan and Trillium. Each week our portfolio managers share the most interesting things they've heard from CEOs, industry leaders and analysts.

Perpetual Group is an international asset manager including boutiques such as Perpetual, Pendal, Barrow Hanley, Regnan and Trillium. Each week our portfolio managers share the most interesting things they've heard from CEOs, industry leaders and analysts.

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