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FAST PODCAST: How to manage fixed income amid rising inflation in 2022

Bonds are ready to do their job again in 2022 — but rising inflation means fixed income portfolios will require nuance. AMY XIE PATRICK explains

An excerpt from this podcast

“Bonds in 2022, in our opinion at Pendal, are about ready to do their job again. 

“Bond yields have sold off significantly for Australian governments, especially at the front end of the curve. 

“That means you have a fatter yield cushion to absorb any bumps in the road – be they economic, be they bottom-up scenarios – that may suddenly hit the Australian economy out of left field. 

“So, bonds are ready to exhibit that negative correlation with equity markets. 

“In terms of composing your portfolio, you should be viewing government bonds as providing that defensiveness in your portfolio, as well as providing that extra layer of income to your portfolio. 

“With regard to credit, we are on the side of quality. We prefer investment-grade debt for our income engines. 

“If you are going to stray into higher yielding, higher-risk assets, we would advise you do that always with an eye on liquidity. If I’m going for more risk, can I get out of that risk quickly enough should the macro environment suddenly become more hostile?”


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Pendal’s Income and Fixed Interest funds


This information has been prepared by Pendal Fund Services Limited (PFSL) ABN 13 161 249 332, AFSL No 431426 and is current as at December 15, 2021.

PFSL is the responsible entity and issuer of units in the Pendal Monthly Income Plus Fund (ARSN: 137 707 996) and Pendal Dynamic Income Fund (ARSN: 622 750 734) (Funds). A product disclosure statement (PDS) is available for the Fund and can be obtained by calling 1300 346 821 or visiting www.pendalgroup.com. The Target Market Determination (TMD) for the Fund is available at www.pendalgroup.com/ddo. You should obtain and consider the PDS and the TMD before deciding whether to acquire, continue to hold or dispose of units in the Fund.

An investment in the Fund or any of the funds referred to in this web page is subject to investment risk, including possible delays in repayment of withdrawal proceeds and loss of income and principal invested.

This information is for general purposes only, should not be considered as a comprehensive statement on any matter and should not be relied upon as such. It has been prepared without taking into account any recipient’s personal objectives, financial situation or needs. Because of this, recipients should, before acting on this information, consider its appropriateness having regard to their individual objectives, financial situation and needs. This information is not to be regarded as a securities recommendation.

The information may contain material provided by third parties, is given in good faith and has been derived from sources believed to be accurate as at its issue date. While such material is published with necessary permission, and while all reasonable care has been taken to ensure that the information is complete and correct, to the maximum extent permitted by law neither PFSL nor any company in the Pendal group accepts any responsibility or liability for the accuracy or completeness of this information.

Performance figures are calculated in accordance with the Financial Services Council (FSC) standards. Performance data (post-fee) assumes reinvestment of distributions and is calculated using exit prices, net of management costs. Performance data (pre-fee) is calculated by adding back management costs to the post-fee performance. Past performance is not a reliable indicator of future performance.

Any projections are predictive only and should not be relied upon when making an investment decision or recommendation. Whilst we have used every effort to ensure that the assumptions on which the projections are based are reasonable, the projections may be based on incorrect assumptions or may not take into account known or unknown risks and uncertainties. The actual results may differ materially from these projections.

For more information, please call Customer Relations on 1300 346 821 8am to 6pm (Sydney time) or visit our website www.pendalgroup.com

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