Here Pendal fund manager Tim Hext gives an overview of the Reserve Bank's COVID-19 actions and the outlook on bonds.Watch this short video recorded at Tim's home office or read the transcript below. TRANSCRIPTGreetings to everyone wherever you're watching I hope you're safe and well.My name's Tim Hext and I'm a fund manager in the Bond Income and Defensive Strategy team at Pendal Group.I'm going...

THE world rightly remains focused on reducing the awful human toll of the COVID-19 outbreak.But as investors we know the crisis will pass. We also know our decisions in this type of environment are critical.In every crisis there are opportunities. But sorting genuinely good value from assets that have simply fallen in price is the key.The equity market falls in recent weeks extreme volatility in...

A quick overview of government COVID-19 responses from Pendal Head of Bond Income and Defensive Strategies Vimal Gor.Watch this short video recorded at Vimal's home office or read the transcript below. TRANSCRIPT I've spoken at length over the last few months about the situation we're finding ourselves in in terms of markets and economics.The bottom line is the world economy was slowing and was susceptible...

RESERVE Bank Governor Phil Lowe may be cautious by nature but he can recognise when decisive action is required.The RBA has today delivered a rate cut to 0.25 .Exchange Settlement balances interest what the RBA pays for cash parked with them should have been 0 25 below but is now set at 0.1 .More importantly in the Quantitative Easing QE arena the RBA is targeting...

Pendal portfolio specialist Chris Adams presents a wrap of COVID-19 market observations likely scenarios and portfolio positioning insights from the Pendal team WE ARE now seeing the market price in economic disruption caused by government efforts to contain the coronavirus spread and flatten the curve .We ve seen from China South Korea and Singapore that economic lockdowns can be successful in limiting the increase in...

Financial markets have been through all sorts of crises and this is one from which the economy will eventually emerge, explains Pendal Head of Multi-Asset, Michael Blayney  (more…)