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A US recession is highly likely, but it will be shallow and provide compelling valuations for global equities investors, says Pendal’s ASHLEY PITTARD Capex to underpin US growth CHIPS and Science…
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The RBA is getting close to pausing, but another rate rise is probable in May, says Pendal’s head of cash strategies STEVE CAMPBELL THE Reserve Bank lifted the cash rate…
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Here are the main factors driving the ASX this week according to our head of equities Crispin Murray. Reported by portfolio specialist Chris Adams. Find out about Pendal Focus Australian Share…
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Fixed interest investors should get their portfolio settings right now, before US inflation tops out and starts falling in the second half, says Pendal’s TIM HEXT Markets set to trade…
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Should Australians be alarmed about Labor’s plans for Super? Pendal’s RICHARD BRANDWEINER believes not AN essay by Jim Chalmers backing a “values-based approach” to capitalism last month triggered a flurry…
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As markets absorb the impact of central bank tightening, it’s important to maintain a high-quality, balanced portfolio, says Pendal’s ANNA HONG INVESTORS need two things in 2023 – protection and…
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US tech stocks remain overvalued Opportunities in European markets Find out about Regnan Global Equity Impact Solutions Fund REGNAN portfolio manager Tim Crockford spends most of his time searching for smaller…
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Corporate Australia is looking robust as macro forces work their way through, says Pendal’s OLIVER RENTON Earnings season surprisingly conventional Five big themes in reporting season Find out about Pendal Focus…
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Here are the main factors driving the ASX this week according to our head of equities Crispin Murray. Reported by portfolio specialist Chris Adams. Find out about Pendal Focus Australian Share…
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The market’s turnaround from last year’s pessimism is a short-term reaction to a “perfect storm” of positive events – and investors should take a cautious approach, says Pendal’s ALAN POLLEY…