Pendal says active duration management sharpens fixed-income appeal as bond yields stay elevated

• Pendal analysis flagged elevated bond yields as a key factor reshaping fixed income positioning amid inflation and growth uncertainty.
• Government bonds were framed as portfolio “defensive” assets mainly during recession-type risk-off shocks, not routine volatility.
• The note highlighted potential value in locking in roughly 6% yields for 5-10 years if rates turn lower.
• Active duration management was positioned as critical, with scope to extend duration materially over the next 6-18 months.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Pendal Group Limited published the original content used to generate this news brief on October 14, 2026, and is solely responsible for the information contained therein.