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Pendal bolsters volatility capability with new hire

Pendal has announced a new appointment to its Bond Income and Defensive Strategies BIDS team. Philip Treharne joins the team as a Quantitative Analyst from July 20. Philip is a highly skilled quantitative researcher and investment analyst with extensive experience in portfolio management research modeling and trading. In a previous role as a senior investment analyst at a systematic investment fund Philip specialised in strategy...

Tim Hext: the fiscal factors investors should watch

Portfolio manager Timothy Hext from Pendal's Bond, Income and Defensive Strategies team.

nbsp Which fiscal factors will impact investors in the months ahead Here's a quick snapshot from portfolio manager Tim Hext pictured of Pendal's Bond Income and Defensive Strategies team. MELBOURNE's second virus shut-down was the story of this week and will no doubt cause slower-than-expected growth this quarter. An increase in cases was expected as economies re-opened but the speed with which this wave hit...

Crispin Murray’s weekly outlook for Australian equities

nbsp Pendal s head of equities Crispin Murray pictured outlines how the US experience with COVID-19 and the latest vaccine developments are impacting the outlook for Australian equities. nbsp Quick take-outs Despite negative sentiment from increased COVID-19 cases equity markets continued to rise Economic data has been supportive but there are early signs of a slowing in the V bounce We ve seen some positive...

Amy Xie Patrick: Take care chasing risk down the quality ladder

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Pendal portfolio manager Amy Xie Patrick outlines the outlook for bonds and explains where to look for fixed income opportunities in this interview with online business channel Ausbiz.com.au. Watch the video above or read the transcript below. TRANSCRIPT AUSBIZ.COM.AU INTERVIEWER In the never-ending chase for yield our next guest Pendal portfolio manager Amy Xie Patrick is warning investors not to get spooked. She joins us...

Julia Forrest: the post-COVID outlook for retail REITs

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nbsp What is the outlook for retail REITs in a post-COVID world Should retail landlords charge rent based on a tenant's turnover Pendal portfolio manager Julia Forrest tackled this hot issue at The Australian Financial Review's Retail Summit on June 26 2020. Watch the video above. nbsp Julia Forrest is a portfolio manager with Pendal's Australian Equities team. Julia has managed Pendal's property trust portfolios...

Changes to the issuer fee

Pendal Stable Cash Plus Fund APIR BTA0459AU Important information Reduction in management costs from 1 July 2020 to 30 June 2021 Due to the economic impacts of Covid-19 the RBA reduced the official cash rate from 0.50 to 0.25 on 20 March 2020. With the cash rate likely to remain at a record low of 0.25 the Pendal Stable Cash Plus Fund Fund currently offered...

Changes to the issuer fee

Pendal Managed Cash Fund APIR WFS0245AU ARSN 088 832 491 Important information Reduction in management costs from 1 July 2020 to 30 June 2021 Due to the economic impacts of Covid-19 the RBA reduced the official cash rate from 0.50 to 0.25 on 20 March 2020. With the cash rate likely to remain at a record low of 0.25 the Pendal Managed Cash Fund Fund...

Changes to Fund buy-sell spread notification

Important Updates Pendal Dynamic Income Fund APIR BTA8657AU ARSN 622 750 734 Pendal Enhanced Credit Fund APIR RFA0100AU ARSN 089 937 815 Pendal Fixed Interest Fund APIR RFA0813AU ARSN 089 939 542 Pendal MicroCap Opportunities Fund APIR RFA0061AU ARSN 118 585 354 Pendal Monthly Income Plus Fund APIR BTA0318AU ARSN 137 707 996 Pendal Sustainable Australian Fixed Interest Fund APIR BTA0507AU ARSN 612 664 730...

Amy Xie Patrick: what is the role of fixed income in a portfolio

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nbsp What is the role of fixed income in a portfolio right now Pendal portfolio manager Amy Xie Patrick explains here and outlines the team's strategy for its Dynamic Income Fund. nbsp Watch the video above or read the transcript below. TRANSCRIPT What is the role of fixed income in a portfolio Fixed interest has two main roles in the portfolio to provide diversification and...