As Melbourne construction workers protest mandatory vaccinations, investors may want to consider how a ban on unvaccinated workers could impact the economy, says Pendal’s Tim Hext THIS WEEK has been relatively…

The Reserve Bank is easing off the accelerator instead of tapping the brakes. Pendal’s Tim Hext explains what investors can expect next THE RBA this week enacted what they would…

Risk is a constant theme for investors and is never more front of mind than amid a once-in-a-generation bull market. Investors wary of market rally ending But risk pricing indicates…

Debate about inflation as transitory or structural misses the point. It’s about building a portfolio that’s robust to a range of outcomes, says Pendal’s Michael Blayney. Portfolio construction must allow…

Demand for industrial office space is strong at the moment, but keep an eye on office property too, say Pendal property investment managers Pete Davidson and Julia Forrest Industrial real…

We’re getting ready to live with Covid — and we’re getting ready to spend again, writes Tim Hext in his weekly bond, income and defensive strategies outlook THIS WEEK New…

Sustainable investing options aren’t as obvious in property and infrastructure as they are in equities and fixed income. Michael Blayney explains what to look for INVESTING in property and infrastructure…

Inflation will rise over the next five years as Australia transitions out of COVID, but investors shouldn’t be alarmed by the prospect of rising prices. Pendal’s Tim Hext explains why  Inflation to return to RBA target over…

When investing with a sustainable tilt, bonds as an asset class needs to be thought of very differently to equities, property and infrastructure. Pendal’s Michael Blayney explains Bond investors have…

Here’s our weekly Bond, Income and Defensive Strategies note from Pendal portfolio manager Tim Hext. THE latest RBA statement on monetary policy is a great read, not just for thoughts…