 |
The Point: Professional investing in Australia with PerpetualAuthor: Perpetual Group
Perpetual Group is an international asset manager including boutiques such as Perpetual, Pendal, Barrow Hanley, Regnan and Trillium. Each week our portfolio managers share the most interesting things they've heard from CEOs, industry leaders and analysts. Language: en-au Contact email: Get it Feed URL: Get it iTunes ID: Get it |
Listen Now...
Tim Hext: Tariff uncertainty means opportunity for active investors
Tuesday, 19 August, 2025
As tariff news has died down, markets have come flying back in the last few months. “But we do have a world now where the US tariff rate on average is around 18%,” observes Pendal’s head of government bonds Tim Hext. “That is not a world we have seen for almost 100 years, not since World War II." It’s an environment made for active investors, says Tim in this new short podcast. It can take years to understand the full impact of trade tariffs, yet markets tend to be very short-term focused, he says. "That does present a lot of opportunities for an active manager," says Tim. "It gives does give us plenty of good opportunities to add value in active portfolios, and that's what we're doing at the moment." --//--Find out more about Pendal's fixed income strategies at pend.al/fixedinterest Pendal is a global asset manager. Find out more at pendalgroup.com --//-- This podcast is for general information purposes only, should not be considered as a comprehensive statement on any matter and should not be relied upon as such. It’s been prepared without taking into account any recipient’s personal objectives, financial situation or needs. Because of this, recipients should, before acting on the information, consider its appropriateness having regard to their or their clients’ individual objectives, financial situation and needs. The information is not to be regarded as a securities recommendation. The information in this podcast 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 in this presentation is complete and correct, to the maximum extent permitted by law neither Pendal nor any company in the Pendal group accepts any responsibility or liability for the accuracy or completeness of this information. Any projections contained in this podcast is predictive and should not be relied upon when making an investment decision or recommendation. While 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. 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. For more information, please call Customer Relations on 1300 346 821 8am to 6pm (Sydney time) or visit our website www.pendalgroup.comSee omnystudio.com/listener for privacy information.
