Crispin Murray: What’s driving Aussie equities this week
Here are the main factors driving the ASX this week according to our head of equities CRISPIN MURRAY. Reported by portfolio specialist Chris Adams LIVE WEBINAR SEP 7: Register for Crispin…
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Another Chinese property developer is in trouble. Here’s what it means
China’s property sector woes continued this week as another big property developer found itself in trouble. AMY XIE PATRICK explains Take caution with China’s latest property signal Why bonds, why…
Emerging markets: take care when choosing Asian tech stocks right now
Emerging markets investors need to take great care when choosing tech-related stocks right now. Here, Pendal’s EM team JAMES SYME, PAUL WIMBORNE and ADA CHAN explain why Find out about…
Ashley Pittard: The most forecast recession ever has been delayed again
The long-forecast US recession has been delayed once again, says ASHLEY PITTARD, who heads up Pendal’s Global Equities investment team Capex spending to boost economy Tech stocks selection critical Find…
Green bonds: What are they and how do you choose the right ones?
As the Albanese government prepares to issue Australia’s first sovereign green bonds, Pendal’s head of credit and sustainable strategies GEORGE BISHAY and ESG credit analyst MURRAY ACKMAN explain the issues…
Tim Hext: What to pay attention to in the RBA’s latest monetary policy statement
Here Pendal’s head of government bond strategies TIM HEXT points out what to pay attention to in the RBA’s latest monetary policy statement Why bonds, why now? Pendal’s income and…
What’s driving Aussie equities this week
Here are the main factors driving the ASX this week, according to investment analyst JACK GABB. Reported by portfolio specialist Chris Adams Find out about Pendal Focus Australian Share fund THE…
Tim Hext: Soft landing more likely but don’t hold your breath on rate cuts
The RBA seems happy that inflation is heading in the right direction, but it’s a difficult path from here to the 2-3% band, notes Pendal’s head of bond strategies TIM…
Global equities: The more AI grows, the smaller the market could be
The AI boom sweeping stocks has all the makings of another market mania. That means caution is required – but there are also useful lessons for investors, says Pendal’s SAMIR…
Elise McKay: The questions to ask this ASX earnings season
Full-year reporting season is underway for 2023. Here Pendal investment analyst ELISE MCKAY explains the questions investors should be asking Earnings season about more than revenue and margins Look for…