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Pendal |How to prepare for rate cuts in a shifting global economy
About the event:- | |
Date: | 11 February 2025 11:00 AM (AEST) |
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Where: | Australia |
Description:- | |
A live webinar with ANZ's economics chief Adam Boyton and Pendal's head of bond strategies Tim Hext Date: 11 February 2025, 11am AEDT 2025 presents a turning point for the investment landscape, as global factors suggest the Reserve Bank of Australia may be lagging behind its global peers in addressing monetary challenges. What lies ahead for interest rates, inflation, wages, and consumer spending? How will the RBA's new leadership respond to pressures from aggressive global rate cuts, a sluggish Chinese recovery, and persistent trade headwinds? Adam Boyton, ANZ's Head of Australian Economics, brings cutting-edge insights from real-time data, offering clarity on the forces shaping potential rate cuts and their implications for Australia's monetary policy. Tim Hext, Pendal's Head of Government Bond Strategies, will share how he is positioning for inflation, lower yields, and uncovering opportunities for fixed-income investors amidst the shifting landscape. Please register here. Meet Adam and Tim Adam Boyton - Head of Australian Economics | ANZ Adam leads ANZ's Australian Economics team providing macroeconomic analysis and insights on the Australian economy. Adam was previously the National Skills Commissioner, leading an organisation of around 150 people that provided analysis and advice on labour markets, skills needs and vocational education and training to the Australian Government. Prior to taking that role he was the Chief Economist at the Business Council of Australia. Adam has also worked at Deutsche Bank, where he held the positions of Head of Fixed Income Research and Chief Economist - Australia. He started his career in the Australian Treasury and the Department of the Prime Minister and Cabinet. Adam has also held board positions on the NSW Rural Assistance Authority, the Centennial Park and Moore Park Trust, the NSW Rice Marketing Board and the NSW Skills Board. Tim Hext - Head of Government Bond Strategies | Pendal Tim joined Pendal Group in February 2017 with responsibility for managing Australian Bond portfolios. Tim has extensive experience in banking, financial markets and funding. Tim joined Pendal Group from NSW Treasury Corporation (TCorp), where he was General Manager, Funding and Balance Sheet, with responsibility for defining and executing TCorp's funding programme and strategy. Tim's prior experience includes senior positions in Westpac Treasury, Commonwealth Bank of Australia, Deutsche Bank, Bain & Co and Swiss Bank Corporation. Tim holds a Masters of Economics of Development from the Australian National University and a Bachelor of Commerce from the University of New South Wales. |