The RBA’s Melbourne Cup day meeting will be closely watched after Wednesday’s inflation numbers. TIM HEXT explains why. IN AUSTRALIA we only get inflation data quarterly, so the number is…

Pendal’s head of multi-asset MICHAEL BLAYNEY takes investors on a whistle-stop tour of the major asset classes and where to find value right now Listen to the podcast above or…

It looks like investors believe the RBA is wrong on its inflation outlook — and they could be right, says Pendal’s Tim Hext MARKETS and most central banks have spent…

Re-opening 2.0 is perfectly timed for retail property, but the office market is also surprisingly robust, says Pendal’s Julia Forrest in this fast podcast Listen to the podcast above or…

Stagflation is a buzzword in global markets at the moment. Is it really back to the 1970s? And what would that mean for investors? Pendal portfolio manager Amy Xie Patrick…

What can investors do when bonds stop performing how they’re supposed to in portfolios? Pendal’s Vimal Gor has been thinking about this – and has some answers Use tested strategies…

AT THE END of September we were trying to understand market pricing versus what the Reserve Bank was saying. Governor Lowe had been at pains to say the RBA would…

As Australia embarks on take two of the post-covid re-opening sequence, focus is turning to reducing risk in our overheated housing market. ANNA HONG explains IN A MOVE that surprised…

COST OF LIVING pressures are creeping in, with more to come. I’ve lost track of how many politicians have promised to “ease the squeeze”, but with an election early next…

Ongoing supply constraints will likely see 2.5% inflation in Australia next year. That may mean the start of a modest rate hiking cycle in 2023, says Pendal’s Tim Hext INVESTORS…